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 $29 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.