Investment Management

An experienced professional investment manager will create an allocation of quality investments tailored to your current and planned financial goals. 

Clayton Bank and Trust Clients enjoy the benefit of professional investment management.  Take a look at the list of Common Managed Funds.

To learn more please contact our team, or fill out the Information Request Form, and we will be glad to contact you.

 

COMMON MANAGED FUNDS

• Managed by Buford, Dickson, Harper & Sparrow

• Momentum growth strategy

• Philosophy generates a diversified, large-capitalization, growth stock portfolio

   

David Martin Large Cap Growth Fund

• Managed by Martin & Company of Knoxville, TN

• Well diversified growth portfolio

• Goal: Outperform the S&P 500

• 50 large cap stocks - ten sectors

• Served the Clayton Family for 13 years - successfully

• Returns have exceeded the indices

CBT Bank Fund

• Focuses on under-valued and high yielding stocks of quality banks
• Objectives include long term capital appreciation and current income
• Goal: 20 stocks
• Goal: 15% annual return over 3 to 7 years
  • 6% Market Return +
  • 5% Value added management +
  • 4% Dividend +
  • 15% Total Return

• Warren Buffett intrinsic value model philosophy

• Bottom Up research approach

• Goal: 25 stocks

• Seeking long term capital appreciation

Kenwood Mid Cap Value Fund

• Managed by the Kenwood Group

• Plans to outperform the Russell Mid Cap Value Index

• Hold 50 mid cap stocks

• Stocks with best management priced below inherent value:

  • Overlooked by the investment community

  • Out of favor with the market

  • Experiencing temporary problems

Vanguard S&P 500 Index

• Famous large cap index fund

• Low asset turnover, minimal management fees, and negligible trading costs

• Tracks the Standard & Poor's 500 Index

Vanguard Small Cap Index

• Employs passive management - indexing - approach
• Seeks to track the performance of the MSCI US Small cap 1750 Index
• Low asset turnover, minimal management fees, and negligible trading costs

Vanguard Intermediate-Term Investment-Grade Fund

• Actively managed bond fund
• 95% of fund in investment-grade bonds Baa or higher
• Weighted average maturity of 5 to 10 years
• Seeks moderate and sustainable level of current income

FTN Taxable Fund (A Short-Term Bond Fund)

• Managed by the respected FTN Financial advisors

• All investment-grade bonds

• Weighted average duration of 2-5 years

• Half the bonds mature in less than 3 years (Dec 31,2004)

• Same securities as our bank's securities portfolio

FTN TN Muni Fund (An Intermediate- Term Bond Fund)

• Intermediate-term managed bond fund

• Invest solely in investment-grade bonds issued in TN municipalities

• Weighted average duration of 8 to 12 years

• Beneficial for Tennessee residents in higher tax brackets

• Clayton Family have enjoyed the federal and state (Hall) tax advantages from TN Munis for many years

Trust Department investments are not FDIC insured, are not a deposit or other obligation of, or not guaranteed by any bank, are not insured by any Federal Government Agency, can go down in value and are subject to investment risks, including the possible loss of principal.