Empowered professionals across six states
Simmons Bank Institutional Wealth delivers sophisticated institutional investment expertise, retirement plan consulting solutions, asset custody services, corporate trust and employee benefits consulting services through empowered professionals that are committed to meeting and exceeding client expectations.
Retirement Plan Services
Support your organization with a carefully crafted, expertly managed retirement plan, backed by dedicated service from our team of certified professionals.
- Provide 3(21) or 3(38) investment manager services
- Corporate fiduciary services
- Plan design recommendations
- + much more
Corporate Trust and Escrow Services
We tailor our Corporate Trust & Escrow Services to meet the specific needs and requirements of each client.
- Indenture trustee
- Registrar
- Merger and acquisition escrows
- Indemnity escrows
Institutional Investment Management
We work to understand our clients' investment goals and objectives and construct tailored solutions to meet their organizations' needs.
- Assist in creating, drafting, and adopting an investment policy statement
- Ongoing review and monitoring of portfolio
- In-person periodic investment performance and economic updates
Asset Custody Services
Working with multiple investment managers can be overwhelming. Let us take responsibility for the safekeeping, reporting and performance measurement of your portfolio.
- Custody/safekeeping of securities
- Consolidated reporting for clients with multiple managers
- Trade settlements
- Collection of income and dividends pricing of assets
Endowment and Foundation Services
For over 60 years Simmons Bank Institutional Services has provided tailored solutions to help endowments and foundations solve their unique challenges.
- Investment management services
- Custom design asset allocation
- Develop or update investment policy statement
- Custody and safekeeping of assets
Employee Benefits Consulting
Our team works closely with organizations to understand their unique needs, assess existing benefit programs, identify any areas of improvement, and recommend solutions.
- Management of health, life, dental and other benefits
- Employee benefits plan strategy & design
- Employee education & enrollment
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{273} Insurance is offered through Simmons First Insurance Services, Inc. and Simmons First Insurance Services of TN, LLC.
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{275} Investment and Insurance Products are: Not a Deposit • Not FDIC Insured • Not Insured by Any Federal Government Agency • Not Bank Guaranteed • May Lose Value