First Horizon Advisors, Inc.
First Horizon Advisors, Inc. is a registered investment adviser headquartered in Memphis, Tennessee. The firm offers wealth management, investment management, and financial planning services. Founded as a division of First Horizon National Corporation, it serves individuals (including high net worth), pension and profit sharing plans, charitable organizations, insurance companies, and corporations. With approximately 236 employees, First Horizon Advisors provides advisory and brokerage services and manages diversified portfolios, acting as both discretionary and non-discretionary manager for a variety of client types.
Investment Strategy
First Horizon Advisors employs a diversified investment approach tailored to the unique needs of its clients, including individuals, institutional investors, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary portfolio management, focusing on asset allocation across equities, fixed income, and alternative investments. Their investment philosophy centers on long-term growth, risk management, and consistent client engagement to adjust strategies as needed for market changes and evolving client goals.
Top Holdings
Equity Positions (2,190)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 3.44% | $132.2M | 213,991 | $369.18 | $617.85 | +$15.0M |
I IVV | ISHARES CORE S&P 500 ETF | 2.98% | $114.6M | 184,523 | $383.80 | $620.90 | +$1.2M |
M MSFT | MICROSOFT CORP | 2.04% | $78.4M | 157,600 | $206.60 | $497.41 | +$18.3M |
J JPM | JPMORGAN CHASE &CO. COM | 1.85% | $71.4M | 246,141 | $117.97 | $289.91 | +$11.0M |
A AVGO | BROADCOM INC COM | 1.79% | $68.9M | 249,975 | $59.00 | $275.65 | +$27.0M |