Mutual funds offer a way to potentially diversify and grow your investments. Mutual funds are a collection of stocks, bonds, or other securities purchased and managed by an investment company with funds from a group of investors. Talk to one of our advisors to see if they may fit your specific goals and objectives.
Simply put, stocks represent shares of ownership in a company. You may be interested in stocks if you’re interested in sharing in the growth and profits of a particular company.
Bonds, also known as fixed income investments, are another type of lending investment. When you buy a bond issued by a government or company, you agree to lend your money for a set period of time and receive a specified rate of interest.
If you prefer to own individual stocks and bonds, One Investment of Tennessee is a full service financial firm that can help with that too!
With a managed account, your advisor will provide a best interest standard of care by reviewing your current financial situation, making recommendations, providing asset allocation strategies, trading, rebalancing, reviewing tax strategies, financial planning, and managing due diligence on an ongoing basis to help you pursue your goals and objectives.
Help make college dreams come true. A dedicated college savings account can help you stay on track toward your college savings goals.
Annuities are insurance products that may help you save for retirement or protect assets in retirement. Some can offer guarantees of lifetime income. Please contact one of our advisors to see if these products would be beneficial to your retirement plan.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. One Bank of Tennessee and One Investment of Tennessee are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using One Investment of Tennessee, and may also be employees of One Bank of Tennessee. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, One Bank of Tennessee or One Investment of Tennessee. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
