FTN Financial offers fee-based investment management and advisory services to both the private and public sectors. We can customize our approach to reflect your institution’s unique portfolio and investment objectives.
Portfolio Advisors Group
Private Sector Investment Advisory Services
We have long offered portfolio analytics and financial advice to our broker-dealer customers, but some customers need an independent fee-based advisor — services that we, operating under the trust powers of First Tennessee Bank, can readily provide.
Independent financial advice
We use a total balance sheet approach to provide investment management for your bond portfolio. Currently, we manage approximately $28 billion in investment assets for our customers, the majority of whose performance is consistently in the top quartile.
Operating in a fiduciary capacity, our portfolio managers will work closely with you to gain a complete understanding of your internal rate of return, liquidity, and capital positions before we make any investment recommendations.
Main Street Advisors
Public Sector Investment Advisory Services
Through our Main Street Advisors team, FTN Financial thoroughly understands what’s unique about your responsibility of overseeing public fund investment portfolios — namely, that return of principal is more important than return on principal.
Accordingly, we are dedicated to providing you with intelligent investment strategies to enable public entities to prudently and effectively enhance income.
Our approach to investments focuses exclusively on the public sector and is guided by the three tenets — safety, liquidity, and investment return.
- Safety — We undertake investments in a manner that seeks to ensure preservation of capital and to mitigate credit and interest rate risk.
- Liquidity — It is critical to have sufficient liquidity to meet all operating requirements that you might reasonably anticipate.
- Investment return — Earning a market rate of return in relation to the prevailing budgetary and economic environments, while taking into account your investment risk constraints and your portfolio’s cash flow characteristics