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.
One Investment of Tennessee’s mission is to build and develop long-term relationships with our clients by providing investment advice tailored to their specific needs, strengthening our communities, and impacting Tennessee for good.
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 are a collection of stocks, bonds, or other securities purchased and managed by an investment company with funds from a group of investors.
Stocks represent shares of ownership in a company (and sharing in growth and profit when they occur.) With bonds, you “lend” your money for a set period of time to earn interest.
Your advisor manages asset allocation strategies, trading, rebalancing, tax strategies, financial planning and due diligence on an ongoing basis to help you pursue your goals.
Help make college dreams come true. A dedicated college savings account can help you stay on track and pursue 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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 Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
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. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.