Stetson’s Special Needs Trusts and Planning Conference Sponsorship Southeastern Trust Company was honored to sponsor the 2023 Stetson’s National Conference on Special Needs Planning and Special Needs Trusts. Many people face the challenge of...
2023 Second Quarter Investment Update Throw Out the Rulebook Stocks surged higher in the second quarter, highlighted by the S&P 500 Index technically exiting a bear market in June. Bond prices slipped as the stronger than expected U.S. economy and resilient job...
Drew Echternach Awarded Chartered Financial Analyst (CFA®) Designation Southeastern Trust is excited to announce that Drew Echternach has successfully completed all levels of examination to become a Chartered Financial Analyst (CFA®) charter holder. Earning the CFA...
2023 First Quarter Investment Update Bear Market Rally or Bull Market Renaissance? The first quarter of 2023 showed markets to be resilient following an incredibly challenging and volatile 2022. Both stocks and bonds rallied despite signs of economic slowing, along...
2023 Investment Outlook Download as PDF Executive Summary Stocks entered their first bear market since 2009 as persistent inflation, aggressive central bank steps to tighten monetary policy, and a slowing U.S. economy caused markets to reset valuations. The year saw...
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...
2022 Third Quarter Investment Update Bear Tracks Abound 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...
Southeastern Trust Partners with Chattanooga Football Club Academy Southeastern Trust Company is excited to announce its jersey sponsorship with Chattanooga Football Club Academy where its logo will appear on the jerseys of over 700 area soccer players. CFC...
Southeastern Trust Adds New Trust Associate Southeastern Trust recently added Melea Butler to its team to assist with trust administration. Ms. Butler joined the team in June 2022 after earning her BBA in Trust and Wealth Management from Campbell University. As a...
Southeastern Trust Opens Atlanta Office Southeastern Trust Company recently marked the official opening of its newest office situated in the West Paces Ferry neighborhood in Atlanta. The office is led by Robert Fell, Managing Director of Southeastern Trust, who has...
2022 Second Quarter Investment Update Bear Market Officially Arrives. Recession Next? The second quarter culminated with the most difficult start to a calendar year for U.S. stocks since 1970. The S&P 500 officially entered bear market territory on June 13 as it...
Southeastern Trust announced this week that Robert Clark has been named senior portfolio manager for the boutique private wealth management firm. As senior portfolio manager, Clark is tasked with overseeing, designing, and monitoring portfolios for clients throughout...
Designing a Generosity Strategy A sound portfolio is designed for growth while also managing potential risks. But for many families, generosity is a key component of their financial portfolio. They want to be able to give regularly and consistently to the causes that...
What is a Multi-Family Office? Southeastern Trust provides family office services to some of the most distinguished families in Chattanooga, Atlanta, Nashville, and beyond. Instead of being an office dedicated to one family, we provide services to multiple families....
2022 First Quarter Investment Update Reality Check Many of the concerns addressed in our annual outlook continued to manifest themselves in markets during the first quarter. The most prominent was inflation, which was brought even more into focus with Russia’s...
2022 Investment Outlook Download as PDF Executive Summary Equity markets surged for the third consecutive year, boosted by strong corporate earnings and economic momentum, and supported by the Federal Reserve’s ultra-accommodative monetary policy and asset purchases....
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 throughout the southeast in addition...
Christopher Haigler to advise high-net-worth clientele on trust and estate matters for private wealth management firm Nashville, Tenn – May 26, 2021 Southeastern Trust today announced that Christopher Haigler has been named trust officer for the boutique wealth...
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 NASHVILLE, March 23, 2021 – Southeastern Trust Company today announced the opening of its Nashville...
Chattanooga, Tenn – August 17, 2020 Southeastern Trust announced today that Britt Messer has been named chief investment officer (CIO) for the boutique private wealth management firm. As chief investment officer, Messer is tasked with overseeing and optimizing...
