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Trustmark selects FolioDynamix wealth management advisory services


Trustmark has selected FolioDynamix advisory services to provide full research, due diligence and investment manager product strategies for unified managed account (UMA) and separately managed account (SMA) programme offerings.

In addition, Trustmark will use the FolioDynamix wealth management technology platform for proposal generation.
The addition of these technology and advisory services will complement Trustmark’s proprietary product strategies.
“Trustmark has long prided itself on delivering high-quality investment strategies to our clients. Adding FDx Advisors’ deep manager research, selection processes and manager products to our existing strategies further broadens our client offerings,” says Heath Jordan, chief investment officer for Trustmark Investment Advisors. “We are also very excited to use the FolioDynamix proposal generation technology to deliver fully-integrated, highly-customised client proposals that reflect our combined product offerings.”
“We are proud that such a respected organisation as Trustmark has chosen us to be a strategic partner,” says Joseph Mrak, chief executive of FolioDynamix. “We see this as a significant example of the value that our recent acquisition of trust advisory expertise from Access Partners, combined with the FolioDynamix technology platform, is bringing to firms in the banking and trust industry. We look forward to helping Trustmark leverage new opportunities to grow its asset base.”

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