INVESTMENT MANAGEMENT:Asset Allocation, Developing Personalized Investment Policies,
Creating Custom Portfolio Design, Monitoring and Rebalancing Portfolios

TRUST AND ESTATE SERVICES:Administration of Various Trust Vehicles, Advice on Estate Planning,
Integration of Investment and Estate Plans

NATURAL RESOURCE MANAGEMENT:Timber Management, Oil & Gas/Minerals Management, Farm Management

INTEGRATED BANKING SERVICES:Bill Payment, Wire Transfers, Integration with Retail and Commercial
Bank Products and Services

We're making an investment in your future.

Our unique position was not achieved by happenstance, but by industry insight, thoughtful preparation, hard work, a dedicated team and an unparalleled culture.– DARYL BYRD, President & CEO, IBERIABANK

WE ARE A TEAM OF TRUST AND INVESTMENT PROFESSIONALS
  • Veterans in our respective markets
  • Holders of advanced degrees and professional designations
  • Focused on superior client service
  • Backed by the strength and soundness of IBERIABANK, Member FDIC