Institutional Expertise
Customized portfolio management and investment strategies designed to fit your unique goals
Fiduciary Guidance
Unbiased guidance in your best interest
Total Balance Sheet Approach
Strategies that consider interest rate risk, liquidity, capital, and policy
A Powerful Network
Full access to our resources as an advisor located within a large broker dealer (FHN Financial) located within a large regional bank (First Horizon Bank)
Coordinated Services
Integrated services across portfolio management, trading, accounting, ALM, safekeeping, and economic insights
Comprehensive Support
Exemplary support in order to meet all regulatory and board reporting requirements
The Fiduciary Advantage
- Aligned interests
- Transparent oversight and reporting
- Prudent risk management
- Regulatory confidence
- Fully disclosed compensation
25+
year track record
$36B
AUM
Key Offerings
- Strategic investment planning, management, and policy development
- Portfolio accounting, analytics, ALM, and performance reporting
- Balance sheet simulation modeling
- Asset allocation strategy and benchmarking
- Investment education for management and board
Your Benefits
- Streamlined investment oversight and reporting
- Institutional continuity and succession support
- Greater board and regulatory confidence
- Access to inter-dealer pricing and agency concessions
- 24/7 online portfolio access via myFHN
Trusted Partners
FHN Financial Portfolio Advisors was established in 1999 to provide depositories with fixed income investment management and regulatory expertise. With the backing of FHN Financial and First Horizon Bank, we combine institutional strength with a personalized approach built on trust, transparency, and performance. We are more than a portfolio manager—we are your strategic partner.
Our Team
Tom Hudson
Senior Vice President and Manager
Andy Cates, CPA
Senior Vice President
Carey Chapman
Senior Vice President
Kimberly Durham
Senior Vice President
Brian Martin
Senior Vice President, Chief Investment Officer - Bank Strategy
Tom Hudson
Senior Vice President and Manager
Andy Cates, CPA
Senior Vice President
Carey Chapman
Senior Vice President
GET IN TOUCH
Connect with Us
Connect with our team to explore portfolio management opportunities for your institution.
myFHN CUSTOMER PORTAL
Analytics On-Demand.
Your fixed income insights, elevated. 24/7 access to customized reports, interactive analytics, economic commentary, and essential resources. Contact us to learn more about myFHN.