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Services

Services

At One Investment of Tennessee, we focus on the financial circumstances and goals that are unique to you and your family. With that information, we help you create a personalized financial strategy based on your short-term and long-term objectives, then monitor it to help you stay on track.

Mutual Funds

Mutual Funds

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.

Stocks and Bonds

Stocks and Bonds

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!

Managed Accounts

Managed Accounts

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.

College Funding Plans

College Funding Plans

Help make college dreams come true. A dedicated college savings account can help you stay on track toward your college savings goals.

Annuities

Annuities

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.

Investing involves risk, including possible loss of principal.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Annuities are long-term, tax-deferred investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Withdrawals made prior to age 59 ½ are subject to 10% IRS penalty tax. Surrender charges apply. Guarantees are based on the claims paying ability of the issuing insurance company.

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 AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value

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.