FTB ADVISORS INC. Overview
Ftb Advisors Inc. is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 167 employees, of which 166 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/12 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 31% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/12 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 31% of the manager's regulatory AUM.
FTB ADVISORS INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FTB ADVISORS INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 4.16% | ETF | 12.2% | 0% | 0 | 27% | ||
| RSP | 3.46% | ETF | 9.4% | -0.08% | 0 | 7% | ||
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FEATURED IN
FTB ADVISORS INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul Howard Mann | Chief Compliance Officer & President, Brokerage Services | November-1985 |
| Rhomes C Aur | Ceo | November-2005 |
| Gerald William Laurain | Chief Investment Officer | January-2008 |
| David T. Popwell | Director | June-2011 |
| Ottis Mims Clayton | Finop, Cfo | January-2012 |
| Karen Morton Kruse | President, Advisory Services | June-2013 |
FTB ADVISORS INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FTB ADVISORS INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis – Investment Strategies. Investment Philosophy. The Advisor’s investment philosophy broadly states our belief in capital markets that are long term efficient. For that reason, we generally advocate that long term investors develop strategic asset allocations and stick with them. We therefore maintain our series of investment strategies designed to help our clients obtain a diversified efficient investment solution around their goals, objectives and risk tolerance. It is subject to relevant constraints as determined by the client and may include liquidity needs, tax considerations, timing of expected cash flow events as well as legal considerations. The firm’s philosophy seeks to diversify investments across asset classes, asset locations and management styles with no biases in any areas. The Advisor believes that most investment programs should begin with a comprehensiv...
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Methods of Analysis – Investment Strategies. Investment Philosophy. The Advisor’s investment philosophy broadly states our belief in capital markets that are long term efficient. For that reason, we generally advocate that long term investors develop strategic asset allocations and stick with them. We therefore maintain our series of investment strategies designed to help our clients obtain a diversified efficient investment solution around their goals, objectives and risk tolerance. It is subject to relevant constraints as determined by the client and may include liquidity needs, tax considerations, timing of expected cash flow events as well as legal considerations. The firm’s philosophy seeks to diversify investments across asset classes, asset locations and management styles with no biases in any areas. The Advisor believes that most investment programs should begin with a comprehensiv...
Unlock Full Investment Process Description
FTB ADVISORS INC. Portfolio Concentration
FTB ADVISORS INC. Location
165 MADISON AVENUE
14TH FLOOR
MEMPHIS, Tennessee
UNITED STATES, 38103
14TH FLOOR
MEMPHIS, Tennessee
UNITED STATES, 38103
FTB ADVISORS INC. Contact Information
Phone Number: 901-818-6065
Fax Number: 901-818-6099
Website: null
Fax Number: 901-818-6099
Website: null
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