A variety of implementation options including:
- Morgan Institutional Asset Management Strategies - Our GIPS® verified division offering institutions fully discretionary, single style 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 funds and ETF's
- Morgan Keegan Preferred Managers - Through Regions Morgan Keegan Trust, access is available to the separately managed accounts offered through Morgan Keegan’s Preferred Managers program, which provides a variety of investment solutions through a diversified selection of money managers.
- 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 Morgan Keegan Trust, a trade name for the Trust Division of Regions Bank.
For GIPS® compliance purposes, Morgan Institutional Asset Management (the “Firm”) is defined as follows: A division within an independent investment management firm, Morgan Asset 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 wholly owned subsidiary of Regions Bank. 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
Morgan Institutional Asset Management claims compliance with the Global Investment Performance Standards (GIPS®).