FTN Capital Management

FTN Capital Management provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and other business entities. The firm documents client objectives with Investment Policy Statements when used, offers financial planning on an hourly basis, and provides a separate Micro Family Office service that can include trustee coordination, expense management, private foundation support and advisor coordination.

Investment decisions combine fundamental, technical and cyclical analysis and are implemented through customized asset allocation across mutual funds, equities, fixed income, ETFs and, when appropriate, alternative investments. FTN seeks discretionary authority to execute trades, may employ both long‑ and short‑term trading techniques (including options, margin and short sales), and reviews client accounts at least quarterly against documented risk tolerances.

Distinctive features include the explicit Micro Family Office offering and the firm’s stated willingness to incorporate a broad set of investment vehicles — including private placements, hedge funds, REITs and insurance products — alongside traditional holdings. The brochure also discloses use of soft‑dollar research benefits, the ability to block trades, and that the adviser may financially benefit from rollovers while acting as a fiduciary with respect to retirement accounts.