Investment Management

Investing strategies built around your personal goals and risk tolerance.

The portfolio construction process takes into consideration all available opportunities in the market. This includes the use of strategic and tactical asset allocation decisions. Portfolios are diversified and meet the specific risk tolerance and investment objectives of each client. We monitor intermediate term market trends to inform tactical allocations to sectors, styles and factors. We consider costs and taxes in manager selection and portfolio turnover. We customize portfolios based on client preferences and other constraints, including trust investment requirements.

  • We believe in a broadly diversified global investment strategy that optimizes risk and return relationships.
  • We accept that markets are efficient in the long run, and rebalancing, asset location, and risk management are key to achieving superior results.
  • We believe in a total return investment approach, and seek out securities and asset classes that offer a desirable premium for their implied risk.
  • We utilize a mix of passive and actively managed equity and fixed income solutions, as well as alternative investments, hedge funds and private investments for clients where appropriate.

what others are saying

“I always tell clients that Southeastern Trust is easy to work with and a very approachable and responsive trust company.”
– Estate Planning Attorney
“We love that we know our clients are in great hands when we make a referral to Southeastern Trust. They are the perfect fit for our clients who may feel a little intimidated by traditional trust companies or trust departments at a bank.”
– Estate Planning Attorney
“Southeastern Trust’s most important selling point for me, based on direct experience, is its willingness to make tough decisions as a corporate trustee on behalf of trust beneficiaries rather than simply make decisions that avoid risk. This comes from appreciating their clients’ individual situations.”
– Co-Trustee
“I really enjoy working with Southeastern Trust and especially appreciate that they have the special needs expertise. Not many trust companies have that expertise.”
– Special Needs Parent

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