FTN Capital Management

FTN Capital Management provides ongoing discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, and it can also work with trusts, estates, pension plans, charitable organizations and other business entities. In addition to standard investment advice and Investment Policy Statements, the firm offers Micro Family Office services — including trustee coordination, expense and professional services coordination, family continuity and private foundation oversight — and states there is no account minimum.

The firm documents client goals, time horizon and risk tolerance in an Investment Advisory Contract or Investment Policy Statement and typically seeks discretionary authority to implement asset allocation and select securities on behalf of clients. Its stated methods include fundamental, technical and cyclical analysis, and it may employ a broad range of instruments and strategies (mutual funds, ETFs, individual equities and bonds, REITs, hedge funds, private placements, insurance products, options, margin and short sales), with the brochure noting the higher risks associated with some of those approaches.

Noteworthy for a small independent advisor, FTN emphasizes its Micro Family Office offering and a willingness to use active trading techniques and alternative or privately‑placed investments, which is less common among peers with similar size and client counts. The firm discloses use of broker‑provided research/soft‑dollar benefits, permits client‑directed brokerage and block trading, and reports no disciplinary history while maintaining a written Code of Ethics and regular quarterly account reviews.