Keep up with our latest news, events, & activities.
RECENT POSTS
Feb 04, 2026
Southeastern Trust Investment Memo
Southeastern Trust Investment Memo, 2026 | Next Play
May 23, 2025
Southeastern Trust Attends 2025 ACTEC Southern Regional Meeting
We were graciously invited to attend the 2025 Southern Regional Meeting, which was hosted by The American College of Trust and Estate Counsel (ACTEC) on May 2–4, 2025. Our team …
Mar 21, 2025
Investing Like “The Great One”
Southeastern Trust Investment Memo, March 2025 | What Southeastern Trust and Wayne Gretzky have in common.
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.
ALL POSTS
Jan 25, 2022
2022 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.
Jan 06, 2022
Southeastern Trust Company Expands to Atlanta
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 …
May 26, 2021
Southeastern Trust Company Expands Nashville Office with Addition of Trust Officer
Southeastern Trust today announced that Christopher Haigler has been named trust officer for the boutique wealth management firm. Mr. Haigler will serve clients from the Company’s recently opened Nashville office at One American Center, alongside Chief Investment Officer Britt Messer.
Mar 22, 2021
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.
Aug 17, 2020
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.
May 26, 2020
June 2020 Market Viewpoints
Check out the June 2020 market viewpoints from Southeastern Trust.