Investment Planning

Managing your assets in today's ever-changing and volatile financial environment requires careful planning and proper execution. a simple buy-and-hold strategy is no longer and adequate investment plan. That's why so many people turn to Cadence Bank and its investment team. 

Our investment philosophy is prudent, disciplined and client-oriented. We focus on investment-grade securities and employ a portfolio management process that ensures the securities we purchase meet high standards.

As long-tem investors, we strive to manage risk, minimize volatility and provide consistent returns year-after-year. Asset allocation and security selection are based on your individual goals and objectives. We conduct an in-depth analysis of your situation, including income needs, risk tolerance, tax situation and performance expectations.

This information-gathering process provides the foundation to build your personalized investment program.

Contact a Cadence Investment services advisor to learn how a personalized investment plan can help you achieve your financial goals.

Investments and Insurance Products:

Not Insured by FDICNot Bank GuaranteedMay Lose Value
Not Insured by any Federal Government AgencyNot A Bank Deposit

© 2017 Cadence Bank. Cadence Bank, N.A. Member FDIC    Equal Opportunity Employer NMLS#525022 Equal Opportunity Lender