With over $12 billion in assets and offices throughout the Gulf South Region, our Trust & Asset Management Group offers a wide range of services to meet the needs of all our customers.
Trust and Estate Services
Investment Management Services
Institutional Investment Management
Agency and Custodial Services
Retirement Plan Services
Corporate Trust Services
*Investments made in Trust accounts are not deposits or obligations of, or guaranteed by, Whitney Bank and are not insured by the FDIC or any government agency.
In today's financial world, individuals need skilled advisers who can steer them through the intricate maze of tax issues, investments, insurance, and estate planning. This is a necessity for those who wish to maximize wealth over their lifetime and build a legacy to pass on to their heirs.
Retaining a firm that can offer comprehensive and coordinated financial services is an important step in this process. This is why for nearly nine decades families have turned to us for help. In addition to investment management, there are many other services to consider. And depending on your situation, a Whitney Bank Trust & Asset Management advisor may recommend one or more of the following arrangements:
Proper management of your investments over time can mean the difference between a comfortable retirement and just getting by. At Whitney Bank, our Trust & Asset Management Group provides customers with sound financial solutions.
Our investment managers invest according to a proven and disciplined investment process. We will not chase the latest fads or 'hot investments.' We manage volatility through asset allocation and invest in securities with high financial quality and trading liquidity. We manage risk through portfolio diversification.
Our goal is to produce long-term financial well being without exposing your capital to excessive risk. We use high quality financial instruments in portfolio construction to create a comprehensive investment program based on your needs and objectives. We purchase securities that possess the greatest relative value and make asset allocation decisions designed to produce the best long-term, risk-adjusted results.
Careful thought and consideration go into each investment choice. The quality service we provide differentiates us from other institutions. As an investor, you can be confident that Whitney Bank's Trust & Asset Management Group is looking out for you.
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Whitney Bank's Trust & Asset Management Group offers a wide range of financial services designed to help our institutional clients manage their assets prudently and effectively. Our institutional investment services include:
Our commitment to service, our experienced personnel, and our top quality systems make us one of the region's premier providers of institutional services. Our commitment to the highest standards of performance, integrity, and quality is an integral part of what we offer.
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Whitney Bank has the systems and personnel to provide comprehensive administration for agency and custodial accounts. In addition to having the right people in the right places, the bank has the right technology to support these relationships. With a state-of-the-art trust accounting system, processing activities are performed accurately. Timely information is always readily available.
As Agent and Custodian, the Bank will facilitate the processing and servicing of your securities to meet your needs. Ongoing services can include:
The professional staff at Whitney Bank has had extensive experience with a wide spectrum of Agency and Custodial relationships. We can assist clients and professional advisors with custom-designed services to meet your needs.
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Starting and maintaining a tax-qualified retirement plan for your business is simple-with the right help. Our retirement plan professionals are with you every step of the way. We will help you design the most suitable plan type, communicate with your employees, and handle the plan investments and ongoing record keeping. We will also prepare the reports and disclosures that the law requires.
Whitney Bank offers qualified retirement plan choices such as 401(k) plans, profit-sharing plans, money-purchase pension plans, and SEP (Simplified Employee Pension) plans. These plans offer significant tax advantages. Company contributions are tax deductible and employees are not taxed on money contributed to the plan, or on plan investment earnings, until they receive distributions. SEP plans and IRAs also offer substantial tax benefits. Our total retirement plan packages include:
Many companies that offer retirement plan services often have to contract one or more services to outside vendors. We offer a bundled approach. Our administrative and fund management services are all done at Whitney Bank by Whitney Bank professionals. Each plan has a dedicated person assigned to it. For retirement plan services, we are your one-stop shop.
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Selecting the right corporate trustee is critical to organizations considering a debt offering. An organization that plans to issue debt needs a corporate trustee with the experience, the personnel, and the systems to handle the intricacies involved in such an issue. Over the years, numerous state and local governments as well as educational and health care institutions have chosen Whitney Bank as their corporate trustee. Our experienced corporate trust professionals and our modern systems together ensure the success of any size debt offering.
Whether we serve you as trustee, registrar, paying agent or escrow agent, we focus our efforts on providing you and your organization with an unsurpassed level of service.
When it is time to consider the selection of your corporate trustee, consider the professionals at Whitney Bank.