Member FDIC FDIC-Insured—Backed by the full faith and credit of the U.S. Government
Skip to main content

Institutional Investment Management

Whether you need to establish a new investment policy or reassess an existing one, Simmons Bank Institutional Wealth can assist you in optimizing your portfolio.

  • Investment strategy implementation
  • Ongoing monitoring of portfolio

Find an Institutional Strategist

institutional 4.png

The right partner for your organization

 

Simmons Bank Institutional Wealth provides investment management services and solutions for institutional investors including corporations, universities, foundations and endowments, government organizations, insurance companies, and non-profits. Through our comprehensive disciplined process, we work to understand our clients’ investment goals and objectives and construct tailored solutions to meet the needs of their organization.

Institutional Investment Management Services & Solutions include:

  • Assist in creating, drafting, and adopting an investment policy statement
  • Evaluate and recommend modifications to existing investment policy statement
  • Determine investment strategy to satisfy organization's investment goals (Spending requirements, liquidity requirements, return objectives and overall risk parameters)
  • In-person periodic investment performance and economic updates
  • Implementation of appropriate investment strategy:
    • Liquidity management/Cash
    • Equity strategies
    • Fixed income
    • Balanced accounts
    • Dividend income strategies
  • Ongoing review and monitoring of portfolio

  • {273} Insurance is offered through Simmons First Insurance Services, Inc. and Simmons First Insurance Services of TN, LLC.

  • {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