News & Insights

Keep up with our latest news, events, & activities.

RECENT POSTS

Mar 21, 2025

Investing Like “The Great One”

Southeastern Trust Investment Memo, March 2025 | What Southeastern Trust and Wayne Gretzky have in common.

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Estate Planning Institute 2025 conference

Feb 10, 2025

Southeastern Trust Sponsors the Estate Planning Institute 2025 Conference at UGA

Southeastern Trust was proud to sponsor the Estate Planning Institute 2025 conference at The University of Georgia.

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Chattanooga Ballet Nutcracker

Dec 17, 2024

Southeastern Trust Serves as Presenting Sponsor of Chattanooga Ballet’s Nutcracker

This December, Southeastern Trust served as the presenting sponsor of Chattanooga Ballet’s Nutcracker.

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Southeastern Trust provides a family office approach to help our clients Design a Life Well Spent. Our team has decades of experience tailoring solutions for the specific needs of the individuals and families we serve. Our expert legal and financial professionals will work with you to provide the service you need. Find more information about our trust and estate services here.

Nov 12, 2024

Southeastern Trust Sponsors 2024 Southeastern Regional Meeting of the ACTEC

Recently, Southeastern Trust was proud to sponsor the 2024 Southeastern Regional Meeting of the The American College of Trust and Estate Counsel.

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Southeastern Trust Company Presents The Nutcracker

Nov 16, 2022

Southeastern Trust Company Presents The Nutcracker

Southeastern Trust Company is excited to present upcoming performances of The Nutcracker by the Chattanooga Ballet. The Nutcracker will feature the professional ballet company, the Chattanooga Symphony Orchestra performing live, a live choir, as well as 200 students from Chattanooga Ballet’s School and the area.

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2022 Third Quarter Investment Update

Oct 26, 2022

2022 Third Quarter Investment Update

Investors rode the roller coaster this summer following the stock market selloff in June. A sharp rally in July and early August was followed by an equally violent reversal in the final weeks of the quarter, leading to a new low for the S&P 500 Index on the final day of September.

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Southeastern Trust Partners with Chattanooga Football Club

Oct 19, 2022

Southeastern Trust Partners with Chattanooga Football Club

Southeastern Trust Company is excited to announce its jersey sponsorship with Chattanooga Football Club Academy (CFC).

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Jul 27, 2022

Southeastern Trust Adds New Trust Associate

Melea Butler joins Southeastern Trust as a key addition to the firm’s rapidly growing trust administration team.

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Southeastern Trust Opens Atlanta Office

Jul 26, 2022

Southeastern Trust Opens Atlanta Office

Southeastern Trust announces the opening of its Atlanta office. The firm has quickly become known for its expertise in serving high-net-worth families.

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computer screen with stock ticker

Jul 19, 2022

2022 Second Quarter Investment Update

Unlike many large Wall Street firms, we have not had to dramatically revise our forecasts and tactics to address the slowing economy and difficult markets. Our diversified stock portfolios again declined considerably less than their benchmark in the second quarter by avoiding some of the highest valuation and most unprofitable companies. These have generally been the companies in the bear market’s crosshairs.

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