Regions Investment Management manages Equity, Fixed Income and Balanced portfolios for our clients through proprietary separately managed accounts (SMA’s). RIM manages both standard and customized portfolios for clients. RIM’s standard strategies include:
| EQUITIES |
FIXED INCOME |
| Large Cap US Core |
US Long Duration |
| Large Cap US Value |
US Aggregate |
| Large Cap US Growth |
US Government/Credit |
| Large Cap US Income |
US Intermediate |
| Large Cap US Aggressive Income |
US Intermediate Government/Credit |
| Mid Cap US Core |
US A-Rated |
| Mid Cap US Growth |
US A-Rated Intermediate |
| Socially Responsible Large Cap US Core |
US Municipal |
| |
US Limited Maturity |
| |
US Enhanced Cash |
| |
US Government Only Enhanced Cash |
| |
US Socially Responsible |
We work with our clients to understand and clearly define investment goals and objectives. As your trusted manager, we will partner with you to tailor a strategy to meet your unique goals and objectives.
Regions Institutional Investment Management (RIIM) – We are proud to serve Public Funds, Corporations, Taft-Hartley Plans and Endowments & Foundations. RIIM is a GIPS® verified division of Regions Investment Management. RIIM offers institutions, with a minimum investment of $3 million, separate account management in any of our fully discretionary strategies.
Regions Open Architecture – Through Regions access is available to what we believe to be the industry's premier investment managers. The managers offered through the program have undergone extensive due diligence by Regions Investment Research Group. Multiple vehicle types, including mutual funds, SMA’s, Manager Models and ETF's are available as well as investments across all asset classes, including alternative investments.
We understand that our performance directly impacts our clients' as well as our own success. We would like to be your trusted partner and succeed with you. Call us at 1-866-917-8730, or tell us more about your wealth management needs and an experienced professional will contact you.
Institutional Services Brochure
Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"), a Registered Investment Adviser. RIM is wholly owned by RFC Financial Holding, LLC, which in turn, is a wholly owned subsidiary of Regions Financial Corporation.
For GIPS® compliance purposes, Regions Institutional Investment Management (the "Firm") is defined as follows: A division within an independent investment management firm, Regions Investment Management, Inc. that holds itself out to the public as such, is an investment adviser registered under the Investment Advisers Act of 1940, and is a subsidiary of Regions Financial Corporation. The division manages a variety of equity, fixed-income and balanced assets, primarily for U.S. institutional investors.