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Southeastern Trust is a boutique private wealth management firm serving high net worth families across the United States. The firm offers family office services such as trust and estate administration, investment management, real estate management, and bill pay services.

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Southeastern Trust Opens New Nashville Location

Boutique private wealth management firm now serving clients in second Tennessee location; office to be led by the Company’s Chief Investment Officer Britt Messer.

2021 Investment Outlook

We believe creative asset allocation will be essential to investment success in the 2020’s. The buy and hold philosophy of equity index funds will almost certainly fail to live up to the last ten years. A key question will be what index or factor to buy.

Southeastern Trust Adds Chief Investment Officer

Southeastern Trust announced today that Britt Messer has been named chief investment officer (CIO) for the boutique private wealth management firm.

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Chattanooga

1 Union Square, Suite 600
Chattanooga, TN 37402

Nashville

3100 West End Avenue, Suite 860
Nashville, TN 37203

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