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Our Models

Next Steps

  • Call 800-238-1111 to schedule an appointment

Our investment program is based on providing a range of risk-defined strategic investment options. Our program offers actively managed portfolios which may include:

  • Separate account managers
  • No-load mutual funds
  • Individual large cap core stocks
  • Individual investment grade and government bonds*
  • Exchange traded funds
  • Liquid alternative funds
  • Structured equity funds
  • Real assets
  • and other alternative investment products

A Financial Advisor will walk you through our process to build a portfolio consistent with your risk tolerance and specific situation.

* The minimum investment required for an Advisory Services portfolio is $100,000.

 
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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