By most counts depository institutions represent the last major group of bond investors who haven’t outsourced the management of their bond portfolio to a professional investment manager. But that is changing quickly as managers realize they don’t have the time or the in-house expertise to optimize investment performance.
FTN Financial has offered portfolio analytics and advice to our broker-dealer customers for many years, but we realize there comes a time when some customers need an independent fee-based advisor. Operating under the trust powers of First Tennessee Bank, Portfolio Advisors was formed to fill this need.
Portfolio Advisors Group offers a total balance sheet approach to the management of your bond portfolio. Our portfolio managers will have a complete understanding of your institution’s lRR, liquidity, and capital positions before making investment recommendations.
All compensation is fully disclosed (typically calculated quarterly on total investment assets) and investment transactions are executed at wholesale or inter-dealer levels.
This service includes regular reporting of investment results and consultations with you or your Board, as appropriate.