Dan Rollins

Cadence Bank-IM is a long-term investor who believes that a diversified portfolio is the best way to manage risk and protect a client’s legacy.

Cadence Bank-IM is a long-term investor who believes that a diversified portfolio is the best way to manage risk and protect client's legacy. The firm creates a portfolio designed to match client’s specific goals.

Operates as a commercial bank

The Healthcare Foundation of North Mississippi is a company based in Tupelo, MS.

Provides acute, diagnostic, therapeutic and emergency services

Provides banking services

BancorpSouth's investment philosophy focuses on investors' individual objectives. Their philosophy is based on five principles: asset allocation, portfolio structure, tax management, multiple specialist managers and continuous portfolio management. The strategy is geared toward achieving both short- and long-term investment goals that make sense in any financial climate. BancorpSouth's mutual fund strategies consist of industry leading, no-load mutual funds. BancorpSouth performs extensive screening of the funds, looking for quality of management, minimum comparable risk, low turnover, financial strength, good long-term performance and low expense ratios. Their mutual fund offering consists of five strategies categorized by risk from Growth to Income. BancorpSouth's Equity Income Strategy is market-cap and style agnostic and utilizes a bottom-up stock selection. The goal is to purchase shares of companies that have the following characteristics: dividend paying stocks that have historically increased those dividends; easy to understand business models; durable competitive advantages; strong balance sheets with low debt to total capital ratios; strong free cash flow; and honest and capable management. BancorpSouth offers three ETF strategies including Growth (95% Equity - 5% Bonds), Growth with Income (75% Equity - 25% Bonds) and Balanced (50% Equity - 50% Bonds). BancorpSouth's Capital Advantage Portfolios - SMA/UMA Strategies employ various external, industry-leading private equity managers to fulfill a particular investment style. Managers are selected based on a number of variables, such as length of time the manager firm has existed, its size, its return relative to their peer group, and risk vs. return. Clients utilizing these services receive individual stock management from up to ten managers who specialize in a single management style, such as large-cap growth, large-cap value, international, mid-cap growth or value, small-cap, etc.