INvestment consulting

Many firm clients including high net worth individuals, families, and 501(c)(3)’s require additional levels of service beyond those that accompany providing a separately managed account. In these situations, the firm provides additional asset allocation and reporting services beyond the oversight of a separately managed account. These services include providing access to third party managers that allow for broader diversification as needed, while maintaining a consistent investment discipline and attractive fees. Templeton and Phillips does not receive or accept compensation from third party managers, and our fee schedule eliminates any possible conflict of interest that could arise between selecting internal or external managers on behalf of the client. Please contact us at info@templetonandphillips.com to learn more about the firm’s investment consulting practice.

 

Disclosure: Templeton & Phillips Capital Management, LLC is as investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about the adviser including its investment strategies and objectives is available upon request. The material presented here is not financial advice. It should not be assumed that any of the strategies discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable. The information on this website is for informational purposes only.

Templeton & Phillips Capital Management, LLC is not affiliated with Franklin Templeton Investments or any of its affiliated companies, including the Templeton Funds.