Albernathy John M

Investment Management, Financial Planners, Financial Planning Consultants

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Albernathy John M

Investment Management
And Director, is a graduate of Vanderbilt University and holds a degree in Public Policy Studies with an Economics emphasis. Prior to joining the firm, he was associated with the Bankers Trust NY Companies in various investment and custody administrative capacities. He has served on the Board of Directors of the Nashville Society of Financial Analysts and is a past president of the organization. He has also served on the Presidents Council of the Association for Investment Management and Research, as well as the Nominating Committee for the Southeastern Presidents Council. He is also a member of the CFA Institute.

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Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (615) 244-7775

Address: 3100 W End Ave Ste 240, Nashville, TN 37203

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Albernathy John M

Investment Management
And Director, is a graduate of Vanderbilt University and holds a degree in Public Policy Studies with an Economics emphasis. Prior to joining the firm, he was associated with the Bankers Trust NY Companies in various investment and custody administrative capacities. He has served on the Board of Directors of the Nashville Society of Financial Analysts and is a past president of the organization. He has also served on the Presidents Council of the Association for Investment Management and Research, as well as the Nominating Committee for the Southeastern Presidents Council. He is also a member of the CFA Institute.
Mutual Funds
Lee, Danner & Bass, Inc. utilizes individual equity and debt positions to customize a diversified portfolio of securities that correspond to the specific objectives of each client. In our view, it does not make sense for large investment relationships to utilize mutual funds that can have an extra layer of fees from investment advisors, as well as the underlying fund manager. Top-down investment analysis is combined with bottom-up company analysis to identify attractive investments, and we are also very cognizant of economic and political influences on the financial market and certain investment sectors.
Bonds
Wealth Management

Financial Planning
Retirement Planning
Asset Management
The ultimate objective of any Lee, Danner & Bass investment strategy is to maximize the return on our clients’ investments. Inherent in maximizing returns is the need to effectively manage market risk through the quality of asset allocation in stocks, bonds and money market equivalents. We are long-term investors, not short-term traders. In recent years there has been an increased emphasis placed by some on short-term performance. Unfortunately, this has caused managers to pursue a more trading-oriented approach that, in the final analysis, impedes client objectives that we believe can best be achieved by long-term investment strategies.

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