A Portfolio as Individual as You Are
We develop your investment strategy in the context of considerations specific to you—your goals, investment preferences, other holdings and potential tax implications.
Deep Resources, Deep Insights
Your portfolio is managed by tailoring a tax- and fee-efficient mix of both in-house investment management and best-in-class, third-party solutions built with your unique situation in mind.
Our portfolio managers invest across all asset classes, sectors and industries. We leverage the extensive global resources and capabilities of Franklin Templeton, including global macro-economic insights and deep analytics on thousands of securities.
The result is a holistic investment strategy that optimizes your return potential while keeping within the risk parameters that are comfortable for you.