Robert Clark, former chief investment officer for the state of Mississippi, joins Southeastern Trust as senior portfolio manager.

Generosity should be a joyful activity, not merely a line item in our expense budgets. Bart Rolen provides three guiding principles to keep in mind when it comes to generosity.

High net worth families have financial interests beyond their managed investments. Discover the value of a multi-family office.

There were already a myriad of challenges and uncertainties in the economy and markets entering 2022, and the Russia-Ukraine war added yet another variable to the mix. Read our latest outlook on the market and investment strategies.

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.

Boutique private wealth management firm announces new Atlanta office   CHATTANOOGA, Tenn., January 6, 2022 – Southeastern Trust Company today announced the opening of its Atlanta office, expanding its physical presence …