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Investment Philosophy

At FTB Advisors, Inc., believe that most investment strategies should begin with a comprehensive needs analysis and risk budget assessment. Our investment philosophy is designed around each client’s goals, objectives, and risk tolerance. In working with you, we seek to diversify investments across asset classes, asset locations, and management styles. To address your individual needs, our work for clients follows a consistent process:

Philosophy Process graphic

Investment Review:
In addition to ongoing monitoring, we schedule annual reviews to review and make necessary adjustments to the portfolio should your circumstances have changed.

Our Models
We offer seven risk based models from conservative to aggressive.Learn More »
Monitoring
Our security selection process involves in depth analysis of holdings including risk adjusted returns, fees, and style purity.
Learn More »
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Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value
Insurance Products and Annuities:  May be purchased from any agent or company, and the customer’s choice will not affect current or future credit decisions.
 

FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (FTB) and its affiliates.  Financial planning and trust services provided by FTB. Investment management services, investments and annuities provided by FTB Advisors, Inc. member FINRA, SIPC and a subsidiary of FTB.  Insurance products provided by FTB Advisors Insurance Services, Inc. (FTBIS). In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (FHIS), a Tennessee corporation and a subsidiary of FTB, CA License #OD12174. The principal place of business of FHIS is 165 Madison Ave., Memphis,TN. 38103. 

FTB Advisors, Inc., FTBIS and FHIS may offer annuities or transact insurance business only in states where they are licensed or where they are exempted from state insurance licensing requirements.  FTB Advisors does not offer tax or legal advice.  You should consult your personal tax and/or legal advisor concerning your individual situation.

©2013 First Tennessee Bank National Association. www.firsttennessee.com