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.