FTB Advisors | Our Approach
Though each client relationship is unique, we take a consistent approach in helping you choose which wealth strategies may fit your needs best.
We let your objectives drive your decisions
Our Financial Advisors’ first priority is to understand your goals. Whether they revolve around protecting principal, adding regular investment income, or growing a nest egg for long-term expenses, we are skilled at helping you craft strategies that fit your needs. Best of all, you can be sure that the advice you receive from us is based on a careful understanding of what is important to you.
We help you take a steady, long-term approach
The most important thing we can do for you is put the compounding power of time on your side. In every facet of your wealth relationship with FTB Advisors, we will look for ways to help you make informed, disciplined decisions that are based on steady progress rather than the inevitable ups and downs of the market.
We recommend an annual review to “tune up” your strategies
Chances are, the strategies we recommend will contain a mixture of many investment products, including equities, bonds, and cash. Asset allocation is important, so you’ll want to be sure you maintain your desired mix as market conditions change. We will work with you to review your strategy and help keep your risk and potential return in line with your overall objectives.
One of the toughest aspects of developing a financial plan or an investment strategy is recognizing how your personal style, mindset, and life situation might affect your decisions.
© 2014 FTB Advisors, Inc.
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 available through FTB Advisors, Inc., member FINRA, SIPC, and a subsidiary of FTB. Arkansas License # 416584. Insurance products available through FTB Advisors Insurance Services, Inc. (”FTBIS”), a subsidiary of FTB. Arkansas License # 247414. In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (“FHIS”), a Tennessee corporation, and a subsidiary of FTB. The principal place of business of FHIS is 165 Madison Ave., Memphis, TN 38103. California License # OD12174. FTBIS, FTB Advisors, Inc., and FHIS may transact insurance business or offer annuities only in states where they are licensed or where they are exempted or excluded 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.
Banking products and services provided by FTB. Member FDIC.