• A range of investment options to keep you diversified

Other Investment Opportunities

Next Steps

FTB Advisors, Inc., can also help you build your portfolio with any of the following investment opportunities:

Municipal Securities, Government Securities, and Unit Investment Trusts are available to help you build your investment portfolio, and our trained professionals will help you determine which are right for you.

Municipal Securities Features

  • Debt obligations issued by states, cities, and local governments to fund public works projects
  • Interest on some municipal securities is federal income tax free
  • Maturities from 1-30 years

Government Securities Features

  • Backed by the US Treasury
  • Treasury Bills, Treasury Notes, and Treasury Bonds available
  • Maturities from 1 month – 30 years

Bonds

FTB Advisors, Inc. offers customers access to several types of bonds including zero coupon bonds, municipal bonds, and select corporate bonds.

Unit Investment Trusts

A Unit Investment Trust is a fixed portfolio of securities sold to investors in trust "units," which represent fractional undivided ownership interests in the portfolio until maturity or redemption. Unit Investment Trusts are "closed-end" funds, i.e. they have a fixed number of units available to investors. With a fixed rate of interest, these securities offer liquidity, although their value will fluctuate. Dividends are distributed monthly, quarterly, and annually.

 

The Securities and Exchange Commission requires broker-dealers to publish certain order related data. Click here to view this data as required by Rule 11Ac1-6.

The state tax benefits of 529 plans may be limited to those investments offered by your state or that of the designated beneficiary. Potential state-based benefits should be considered as one of the factors in making an informed investment decision. Please consult your tax advisor about state tax consequences or benefits of a 529 plan.

Statement on Business Continuity

  • Connecting today's needs with tomorrow's goals

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