Advisory

In addition to managing client assets internally, the firm also advises its clients on third party managers. This product follows the same structure as the separately managed account product, except that the allocations are made to outside managers that possess a value investing methodology. In some cases, clients choose an allocation strategy combining Templeton and Phillips internal products with third party managers. Our firm does not receive any compensation from these outside managers or third parties, and maintains an objective view serving the clients best interest.

 

 

 

 

 

 

 

 

 

 

 

 

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.