Investment Services

Your dream. Our mission.

At Hancock Whitney Investment Services, our Financial Advisors get a deep understanding of your needs, goals, and dreams before putting our investment expertise into achieving them. Every service we provide is delivered by objective advisors dedicated to your goals.

Talk to an Advisor

Investment Review & Risk Analysis

Our team will review your current investments to determine whether you are on track to realizing your goals and dreams. If changes are needed, we will work with you to create an investment plan based on your risk tolerance.

Financial Planning

The right plan minimizes the distance to your goals. Our team of financial advisors and planners are ready to craft a financial plan needed to get you to your dreams sooner.

Professionally Managed Accounts

With a managed account, your financial advisor—with guidance from our asset management team—will craft a diverse portfolio custom-fit and managed to suit your evolving needs and opportunities.

Retirement Planning

Whatever you dream of doing after your last day in the office, our financial advisors will work with you to develop a personalized investment strategy that makes it possible. Whether you’re just starting or rolling over existing IRAs, 401(k)s or other retirement plans, we are here to help.

Tuition Planning

Let us help your children get the education they deserve. We can work with you to create a plan to help you fund their dreams.

Insurance

If you have gaps in your coverage, our licensed team can review your insurance coverage and recommend changes based on your needs.

Full Range of Investment Offerings

We offer a range of investments—plus insurance—designed to meet your needs and achieve your goals.

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Fee based-Managed Accounts
  • Exchange-traded Funds (ETFs)
  • Unit Investment Trusts (UITs)

 

Annuities

  • Fixed Annuities
  • Indexed Annuities
  • Variable Annuities

Insurance

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Long-term Care Insurance
  • Single-Premium Wealth Transfer Insurance

 

Retirement and College Savings

  • Traditional and Roth IRAs
  • 401k and 403b Rollovers
  • 529 College Savings Plans
  • Custodian for Minor Accounts

Why Hancock Whitney?

5-star service. Experienced investment teams. Total objectivity.

Contact a Financial Advisor

 

Login to Investment Services

Or Call 1-800-385-4188

 

Review the Hancock Whitney 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.

Review Your Financial Advisor's Background

Hancock Whitney Investment Services Inc. is a registered broker/dealer, member FINRA/SIPC and a Registered Investment Advisor. Hancock Whitney Investment Services, Inc. is a wholly owned subsidiary of Hancock Whitney Corporation.

Investment and Insurance Products:

NO BANK GUARANTEE NOT A DEPOSIT MAY LOSE VALUE NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

SEC Rule 606 - Quarter Ending September 30, 2018

Continuity Plan

SIPC

FINRA