Trust & Asset Management
We provide a broad range of financial planning, investment management, and trust administrative services for individuals, families, businesses, not-for-profit organizations, and charitable organizations, regardless of the size of the estate or investment portfolio. Our staff consists of highly qualified and seasoned professionals with significant investment management and trust experience. All management, administration, operational, and portfolio management decisions are made locally. We take a team approach when working with our clients to enable us to respond more quickly to their needs. We are free to work collaboratively with a broad range of professionals to help our clients achieve their financial goals.
- Asset Management
- Investment Advisory
- Trust Administration
- Estate Settlement
- Financial Planning
- Business Succession Planning
- Retirement Planning
- Retirement Income Planning
- Planned Giving
- College Education Planning
- Consulting Services
- Educational Seminars & Workshops
Our commitment to you is to provide the highest level of service and to fulfill your expectations for quality and professional service so that we can earn our place as your trusted advisor of choice.
To arrange for a confidential appointment, simply give Gloria Humphreys a call at 318-651-5024 or send her an e-mail.
For your protection, please do not include any sensitive information such as account numbers or service requests on e-mail. This e-mail should only be used for general questions or comments.
Trust Online gives you access to your portfolio information any time – day or night. If you have questions, need Login Information, or need assistance logging in, feel free to call or e-mail any member of the Trust and Asset Management team.