Whether you need expertise on how to manage a complex regulatory issue, execute a simple bond swap, or even fully restructure your portfolio, we have a deep bench of professionals ready to lend you the support you need.
Custom Portfolio Strategies
Our portfolio strategies professionals can tailor a specialized approach to your precise needs. Working hand in hand with you and your FTN sales representative, we get to know your unique situation, then design a solution.
Analyzing Your Portfolio
FTN Financial’s most in-depth portfolio reporting tool, Portfolio Performance Analysis (PPA), is another way we make your job easier. No matter what the situation, we can provide you with the solutions you need to keep your portfolio performing at its very best.
Keeping You Informed
We can keep your team up to date on industry trends and give them tools they need to make successful decisions. The senior members of our Portfolio Strategies team speak frequently at national depository conferences and educational seminars and are prepared to discuss various topics — such as portfolio management, accounting, and regulatory issues — to various industry groups. We can also provide individualized support through live speaking engagements, webinars, WebEx meetings, and teleconferences.