An investment firm in Tennessee controls equities, income securities, real estate and derivative products of these assets. Holding firms in Tennessee represent the customers, or “buy side,” of the investments business and the sellers, or “sell side,” are the investment bankers.

A Tennessee investment management firm falls in categories according to the specific type of asset it manages. An investment company in Tennessee may dedicate itself to a specific client base while others serve all client types, including businesses that have assets to invest.

It is important to distinguish between the three basic investment types when evaluating a Tennessee investment firm:

1. Mutual funds use the contributions of individual investors to form a single fund. Asset management firms in Tennessee typically use mutual funds for investors that do not have a high net worth.

2. Holding firms in Tennessee form hedge funds with contributions from members of a private partnership and typically invest in public securities or a financial derivative of a public security.

3. The source of institutional funds is pensions, endowments and foundations for non-profit organizations. An investment agency in Tennessee invests these types of funds more conservatively than mutual funds.

Action Steps
The best contacts and resources to help you get it done

Select an investment company in Tennessee that seeks long-term results

A high degree of diversification to minimize risk is the most common strategy for these types of investment management firms. Tennessee investment managers look for stocks that have a value that is not reflected in their current prices combined with a high earnings potential.

I recommend: Use Prudential for a variety investment management services, including retirement planning. You can find an agent in your area by entering your zip code or city and state at Prudential’s website. Complete the form at Alliance Bernstein and select retirement planning as the primary topic of interest to have the nearest agent contact you.

Find an investment firm in Tennessee for wealthy investors

A unique investment management plan is frequently beneficial for affluent Tennessee residents. The financial advisers for these types of clients should work closely with the investment agency in Tennessee to increase the client's wealth over the long-term.

I recommend: Country Financial has specialized experience in serving clients who have attained sudden wealth. You can find the nearest agent with a search form on Country Financial's website. Smith Barney accepts venture capital from wealthy investors and allows you to specify your state and the amount of money you have to invest on its website.

Select local Tennessee investment services to strengthen your community

Firms based in a specific area will manage equities and bonds investments in local business more efficiently than other investment managers. Their local knowledge will put your money to good use, not only increasing your own worth, but helping other local business owners expand and prosper as well.

I recommend: Kennedy Wealth Management is based in Knoxville and offers a range of wealth management services for both individuals and families. Bryant Capital Management in Nashville builds diversified portfolios using asset allocation.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  Fund performance is the gold standard by which an investment management firm is measured. Financial analysts use standard indices and peer groups to compare the performance of different funds over the same time period. An investment firm in Tennessee should assess fund performance over a long period, usually at least 3 years. This time frame will minimize the effect of short-term fluctuations in the business cycle.