Investment Management

Achieve your goals with proven strategies and experience

Utilizing successful strategies formulated through decades of experience, our team provides personalized investment management suited to your unique financial situation and goals.

We employ a disciplined, long-term approach that emphasizes prudent diversification, objective selection of individual investments or investment managers, and sensitivity to both risk and cost.

Our Investment Advisory Team will work with you to develop a custom portfolio, formulate income and withdrawal strategies, and optimize tax management.

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PTL’s Mikey Hood sits down with Hefren-Tillotson’s Jayme Meredith for a discussion on preparing your finances for a recession.

Money Monday: The Fed

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PTL’s Mikey Hood talks with Hefren-Tillotson’s Jayme Meredith who has a lesson about who The Fed is and what its impact is.

Money Monday: Market Volatility

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PTL’s Mikey Hood is talking with Hefren-Tillotson Senior Vice President Jayme Meredith about the unsettled market.

Money Monday: Investing in an I Bond

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We’re chatting with Jayme Meredith, the senior VP at Hefren-Tillotson, about something called an “I Bond.”

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