You have dreams. We have solutions.
With an investment philosophy focused on the different phases of your life, our Financial Advisors can create customized plans designed to meet financial goals for yourself, your family, and your legacy. Together, we can explore options to meet those goals and look for gaps in your current situation. Online account access ensures you can review your investment plan and monitor progress anytime, from anywhere. Giving you a high level of expertise and service is what we strive to offer.
Review & Risk Analysis
Once we have a thorough understanding of what your needs are we conduct a thorough review of your investment accounts to discover whether your investments are on track to achieve your financial goals. Along with this review, we conduct a risk analysis to see if your investments are in line with your risk tolerance. If changes are needed, we will work with you to create an individualized strategic asset allocation plan.
Whether you’re days or decades from retirement, careful long-term planning is essential to help prepare for the years to come. Our Financial Advisors can provide customized advice to help you understand your retirement investment options. We can help you develop a personalized investment strategy to meet your financial retirement goals.
Paying for a college education can be an expensive undertaking. Tax-advantaged investment vehicles designed to encourage saving, like 529 Plans, are often important to your long-term investment strategy.
Professionally Managed Accounts
In addition to reviewing and developing your investment plan, we also offer professionally managed investment portfolios tailored to your specific needs. With a managed account you get the full experience and expertise of your Financial Advisors as well as professional third party managers with the ability to react to your life changes and market opportunities.
Diverse Range of Investment Products
- Mutual Funds
- Variable Annuities
- Tax-Exempt Securities
- Fixed Income Securities
- Fixed Annuities
- Indexed Annuities
- Term, universal and whole life insurance
- Long-term care and disability insurance
Let us handle all of the day-to-day challenges of investing your money.
Review the Hancock Investment Services, Inc. Commission and Fee Schedule
In all areas of legal and tax planning, we recommend that you consult with a legal and/or tax advisor.
Securities are offered through Hancock Investment Services, Inc., known and doing business as Whitney Investment Services, Inc. in Texas and Whitney Investment Services, and not through Whitney Bank. Hancock Investment Services is a registered broker/dealer, member FINRA/SIPC, and a wholly owned subsidiary of Whitney Bank. Insurance products are offered by various insurance company affiliates of Hancock Investment Services, Inc.
Investment and Insurance Products:
NO BANK GUARANTEE
|NOT A DEPOSIT||MAY LOSE VALUE||NOT FDIC INSURED|
|NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY|