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Investment Strategies

At Regions Investment Management we understand that each of our client's investment needs and constraints are unique. As such, Regions Investment Management offers a variety of investment implementation options to help our clients reach their goals. Below are a few of the implementations we are proud to offer our clients.

  • Regions Institutional Investment Management - Our GIPS® verified division offering institutions fully discretionary strategies with a $3 million minimum.
  • Opportunity Portfolios - Best Ideas Equity and Fixed Income portfolios of individual securities for separately managed accounts
  • Approved Mutual Funds - Access to a carefully screened selection of mutual funds and ETF's
  • Open Architecture Program - We have access to a program that provides qualified clients with a customized investment solution that employs the same high quality, professional money management firms that historically have only been available to Institutional investors.
  • Equity Risk Management and Alternative Investments - To assist clients with non-traditional strategies such as equity risk management structures as well as alternative investment offerings

Contact us at 1-866-917-8730 to see how we can help you achieve your financial goals.

Trust services are provided through Regions Trust, a trade name for the Trust Division of Regions Bank.

For GIPS® compliance purposes, Regions Investment Management (the "Firm") is defined as follows: A division within an independent investment management firm, Regions Institutional 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.

Interested parties can obtain a presentation that complies with the requirements of the GIPS and/or a list and description of all firm composites by contacting us at 1-866-917-8730

Regions Institutional Investment Management claims compliance with the Global Investment Performance Standards (GIPS®).

 

 

Call 1-800-REGIONS