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Monitoring

Next Steps

  • Call 800-238-1111 to schedule an appointment

Our monitoring process is ongoing and dynamic in order to capture the impact of the global capital markets on our portfolios. Oversite includes: 

  • Detailed monthly scoring process applied to mutual funds and exchange traded fund holdings
  • Periodic rebalancing based on targeted drift with sensitivity towards taxation
  • Maintaining a database of research as a framework to drive tactical shifts as needed
  • Connecting today's needs with tomorrow's goals
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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