ASSET MANAGEMENT
Portfolio Advisors
Institutional Fixed Income Portfolio Management with a Fiduciary Advantage
Our Capabilities
For over 25 years, FHN Financial Portfolio Advisors has been a trusted leader in fixed income portfolio management for depository institutions. As a fiduciary operating under the trust powers of First Horizon Bank, we are legally bound to act in our clients' best interests—delivering objective advice backed by market- tested expertise.
Leveraging the full resources of FHN Financial and First Horizon Bank, and the scale of over $36 billion in assets under management, we provide powerful market access, superior trade execution, and a level of service that sets the industry standard.
Our strategies are fully customized to align with your unique portfolio and investment objectives.
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
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
Connect with Us
Contact our Portfolio Advisors team to discuss fiduciary portfolio management, investment strategies, and regulatory expertise tailored to your institution.
Analytics On-Demand.
