Investment Advisory Services
The sheer number of investment choices can be a little overwhelming. With so many options, it is good to have a trusted advisor who can sort through the available options and suggest a plan that makes solid financial sense. Our representatives are professionals who will consider factors like your current financial situation, stage of life, goals and risk tolerance to seek an appropriate recommendation for you. Investment consultants at BancorpSouth Wealth Management have the time to discuss your personal goals and help you break down the path to success. Whether you are an investor who enjoys the services of a traditional brokerage relationship or you are seeking an advisory relationship within a managed account, BancorpSouth Wealth Management advisors can help you move toward your investment goals.
Our representatives have the experience and knowledge to help you determine the best course of action.
Feel safe knowing our best investment professionals are handling your money.
Our advisors bring you a varied background in investment management so that you can put your trust in us.
- Wide variety of Wealth Management products
- Sound investment philosophy to safeguard your investments
- Our top professionals will guide you through your investment decision-making process
Features and Benefits
We can offer the assistance you need with a wide variety of investments:
- Mutual funds
- Treasury securities and government-sponsored agency securities
- Corporate bonds
- Tax-exempt municipal bonds
- Retirement accounts
- Non-traded Real Estate Investment Trusts (REITs)
- Unit Investment Trusts (UITs)
- Asset management accounts
- Long-Term Care Insurance
- Wealth transfer
- Investing with BancorpSouth can be just as convenient as taking a trip to the bank. We are located in most of BancorpSouth’s banking markets, and you can also easily transfer funds between your banking accounts and investment accounts as needed.
Investment Advisory Services are offered through Infinex Investments, Inc.
Not a Deposit.
Not Insured by any Government Agency.
Not Guaranteed by the Bank.
May go Down in Value.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA and SIPC. BancorpSouth Wealth Management is a trade name of BancorpSouth Bank, a division of Cadence Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.