Bank and Credit Union Investment Advisory Services
We have long offered portfolio analytics and financial products to our depository 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 securities portfolio. Currently, we have $30 billion in investment assets under management 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 balance sheet, liquidity, and capital positions before we make any investment recommendations.
Why FTN Financial Portfolio Advisors?
- Total balance sheet approach
- $30 billion in assets under management
- Risk appropriate investment strategies
- Time savings
- Fiduciary relationship
- Onsite presentations
- Complete support for board, ALCO, and regulatory needs
*Operating under the trust powers of First Tennessee Bank.