Asset Management in Chattanooga

Asset management is critical for anyone looking to secure their financial future. If you are looking for asset management services and financial advice in Chattanooga, Franklin Wealth Management is here to help.

From investments to retirement planning to estate planning, a trusted asset management firm based in Chattanooga can provide comprehensive support to meet your goals and help you make the most of your financial decisions.

With registered investment advisors and asset managers who understand the local market, you can rest assured that your money is handled with care. Whether you’re just starting or have been investing for years, our asset management service in Chattanooga has something for you.

What is asset management?

Asset management means managing a portfolio of investments to achieve optimal returns while adhering to predetermined risk thresholds. Asset managers create portfolios by buying and selling securities such as stocks, bonds, mutual funds, ETFs, commodities, and currencies. Additionally, they use sophisticated financial analysis, portfolio rebalancing, tax planning, and long-term financial planning to maximize returns while minimizing risk.

Investors in Chattanooga, Tennessee looking for asset management services benefit from the experience of our team, who understand the investment landscape, know how to maximize returns, and can implement strategies to protect investments from market volatility and other risks.

Our asset management services provide a comprehensive approach to investing and managing capital, including portfolio diversification, asset allocation, and tax minimization strategies.

How to know if you need an Asset Management firm in Chattanooga?

If you are still determining whether an Asset Management firm is right for you, it can help to consider a few key factors.​​

  • Do you have the time and expertise to manage your investments?​
  • Have you done adequate research into potential investment strategies?​
  • Are you knowledgeable about the laws and regulations governing investments?​
  • Do you understand the risks associated with investing in different asset classes?​

If any of these questions make you pause, then enlist the help of an Asset Management firm.

Our asset managers in Chattanooga have the expertise and experience to counsel people on wealth management and other personal money matters. Asset managers can draw up schemes or recommend specific products and vehicles to meet the needs of their clients, as well as provide advice on risk mitigation strategies.​

How does our Asset Management service in Chattanooga work?

How does our Asset Management service in Chattanooga work?​

Our Asset Management service in Chattanooga is designed to provide comprehensive oversight of investments and maximize returns while minimizing risk. Our certified financial professionals will work with you to develop a personalized investment strategy that meets your needs and goals.

Here is an overview of our Asset Management process:

1. Analyzing your financial goals and evaluating potential risks

The first step in our Asset Management service is to set up a free initial assessment to get a detailed picture of your current financial situation, long-term goals, and risk tolerance. This will help our advisors create an investment plan that best aligns with your objectives.

2. Uncovering investment possibilities and constructing a custom strategy that meets your objectives

Once we understand your financial goals, the next step is to draw up an investment plan to meet those goals by buying the selected assets. This includes creating a diversified portfolio of investments tailored to your individual needs and risk tolerance. Our team will work with you to find the best opportunities and create a customized plan most relevant to your financial objectives.

3. Maximizing the value of your holdings and optimizing your investments for long-term profitability

Managing investments can be daunting, so our team is here to provide guidance and support throughout the process. In this final and ongoing step, we take responsibility for monitoring the assets and making changes and optimizations to the portfolio as needed, all under your approval.

Our advisors will check in periodically to review performance, make adjustments if necessary, and ensure that your investments remain well-positioned.

Asset Class Types we handle on our Asset Management service in Chattanooga

Our Asset Management service in Chattanooga covers all major asset class types. These include stocks, bonds, mutual funds, Exchange Traded Funds (ETFs), commodities, and currencies. We can also guide alternative investment options such as real estate and private equity. Our advisors are knowledgeable about the tax implications of different investments and will help you choose the best for your specific situation.

By investing in a variety of asset classes, our Asset Management service helps to protect investments from market volatility. This balanced approach can provide long-term solid returns while reducing overall risk, which is ideal.

At Franklin Wealth Management, our Asset Management Services incorporate three main classes of assets:

Equities (or stocks)

Equities are one of the oldest and most popular asset classes. They represent shares of ownership in a company, and investors can make money through their appreciation in value or dividends. Equities come with a greater degree of risk, as they can be volatile and susceptible to market declines, but they also have the potential for high returns over the long term. Our advisors can help you select stocks with the best potential for growth and return on your investment.

Fixed income (bonds)

Fixed-income assets generate a steady stream of income over time. These assets often provide more reliable returns than other asset classes and can help diversify your portfolio. Bonds are the classic example of fixed-income investment, but other types include corporate bonds, mortgage-backed securities, and treasuries. Our experienced wealth advisors can help you find the best options for your portfolio.

Cash and cash equivalents

Cash is a safe option that can help provide stability in market volatility. This asset class includes cash equivalents (such as bank deposits, certificates of deposit (CDs), treasury bills, and money market funds) and short-term investments. These assets typically offer a lower return but involve less risk than other asset classes. Our advisors will review your situation and discuss the best options for cash investing that are right for you.

The benefits of working with Asset Management in Chattanooga​

By taking advantage of an Asset Management firm, you can have peace of mind that your investments are being managed responsibly and efficiently.

The primary benefit of Asset Management is that it helps to ensure that your financial portfolio is appropriately diversified and managed.

An experienced asset manager can guide you in selecting investments that fit your needs and, most importantly, your risk tolerance, monitoring performance, and making adjustments as needed.

Below there are the six most important benefits of working with an Asset Management firm:​

Access to a wide range of investments

Asset Management firms provide access to a wide range of investments, including stocks, bonds, mutual funds, ETFs, commodities, currencies, and more, allowing you to diversify your portfolio and take advantage of different markets.

Professional advice and guidance on asset allocation

Asset Managers are knowledgeable about the various asset classes and can provide professional advice and guidance on allocating your assets. They also advise when, how much to invest, and what type of investments best suit your needs.

Comprehensive portfolio management services

Asset Managers provide comprehensive portfolio management services, including monitoring investments, rebalancing portfolios when needed, and making adjustments as the market conditions change.

Risk assessment and mitigation strategies

Asset Managers will assess the level of risk associated with each investment and determine appropriate strategies to mitigate that risk. This includes diversifying investments across different asset classes and regions, monitoring performance, and making adjustments as needed.

Reduced stress from managing complex finances independently

With Asset Management, you have a team of financial professionals to help you through the process and provide the guidance and advice needed to make informed decisions and take care of your investments' day-to-day management. This allows you to focus on other aspects of life while still ensuring your assets are adequately managed.

Tax planning and optimization solutions

Asset Management firms can assess the impact of different investments on your overall tax liability and suggest strategies to optimize your portfolio for the best possible outcome. This ensures you take full advantage of all available tax incentives while minimizing your overall tax burden.

How Much Does Our Asset Management Service Cost?​

As fiduciaries, we always put our clients’ needs first and are committed to providing the highest level of service possible. At Franklin Wealth Management, we offer fee-only asset management services on a scale that is based on assets managed and occasionally net worth. Our fee-only approach helps to ensure that all parties involved can benefit from our services.

We offer competitive fee structures with no hidden costs or surprises. If you have any questions about our fee structure or want to learn more about our Asset Management services or how we can help you build and manage your portfolio, please get in touch with us today for an initial consultation.

Get Started with Tax Planning in Chattanooga today​

At Franklin Wealth Management, we understand that investing your money is a big step and can be overwhelming. As a Registered Investment Advisor firm, we have certified financial advisors who specialize in Asset Management that are here to help you build wealth through informed decisions and strategies.

Our team is dedicated to making you reach your financial goals and taking away the stress of managing complex assets.

Schedule a free assessment today to start building your investment portfolio with our Asset Management services!