Wealth Management Approach | Managing Wealth
Managing wealth starts with properly managing the investments you make. When determining a specific investment strategy, it is important to consider several factors. Rollover the graphic below to see these factors or click on it to read a complete description.
It is vital to balance performance with effective risk management in achieving your objectives. You will want to work closely with your financial advisor to align the investment process of asset allocation, portfolio construction, security selection, and ongoing management with your unique objectives.
This chart* represents the risk-return characteristics of the various asset classes.
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.
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FTB Advisors is the tradename 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. 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.
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