Investment management firms in Mississippi control equities, income securities, real estate and derivative products of these assets. Investment firms in Mississippi represent the customers, or “buy side,” of the investments business and the sellers, or “sell side,” are the investment bankers.

Mississippi investment management firms classify themselves by the specific type of asset they manage. Investment companies in Mississippi may dedicate themselves to a specific client base while others serve all client types, including businesses that have assets to invest.

It is important to distinguish between the three basic investment types when evaluating Mississippi investment firms:

1. Mutual funds use the contributions of individual investors to form a single fund. Mississippi investment management firms typically use mutual funds for investors that do not have a high net worth.

2. An investment agency in Mississippi forms hedge funds with contributions from members of a private partnership and typically invests in public securities or a financial derivative of a public security. Hedge funds may employ many different strategies to make a profit.

3. The source of institutional funds is pensions, endowments and foundations for non-profit organizations. Investment management firms in Mississippi invest these types of funds more conservatively than mutual funds.

Action Steps
The best contacts and resources to help you get it done

Select investment management companies in Mississippi that seek long-term results

A high degree of diversification to minimize risk is the most common strategy for these types of investment management firms. Mississippi investment managers look for stocks that have a value that is not reflected in their current prices combined with a high earnings potential.

I recommend: Use Prudential for a variety investment management services, including retirement planning. You can find an agent in your area by entering your zip code or city and state at Prudential’s website. Workman Securities deals in a range of investment services, including retirement planning, and allows you to locate representatives by state on its website.

Find an investment management firm in Mississippi for wealthy investors

A unique investment management plan is frequently beneficial for affluent clients. The financial advisers for these types of clients should work closely with the investment management firm to increase the client's wealth over the long-term.

I recommend: Country Financial has specialized experience in serving clients who have attained sudden wealth. You can find the nearest agent with the search form on Country Financial's website. The National Association of Active Investment Managers is a non-profit association of registered investment advisers. You can find the nearest registered adviser by providing your city and state on its website.

Select Mississippi investment services that will help strengthen your community

Firms based in a specific area will manage equities and bonds investments in local business more efficiently than other investment managers. Their local knowledge will put your money to good use, not only increasing your own worth, but helping other local business owners expand and prosper as well.

I recommend: The Hancock Bank of Mississippi has a wealth management group that manages the finances of affluent families in Mississippi. The Molpus Woodlands Group is based in Jackson and focuses on long-term investments through acquiring, managing and selling timberland for its clients.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  Fund performance is the gold standard by which an investment management firm is measured. Financial analysts use standard indices and peer groups to compare the performance of different funds over the same time period. An investment agency in Mississippi should assess fund performance over a long period, usually at least 3 years. This time frame will minimize the effect of short-term fluctuations in the business cycle.