Firm Products

Our firm services its high net worth and institutional clients through a small range of solutions:

Proprietary Separately Managed Accounts

The firm leverages its experience in global and international stock selection to manage separate accounts on behalf of high net worth and institutional investors

• Separate accounts are held in the client’s name at the custodian

• Fixed Management Fee 1.0%

Advisory and Consulting Services

• The firm provides asset allocation leveraging its proprietary in-house expertise and global network of outstanding professional investors

• The firm provides consolidated reporting on assets managed on both an internal and external basis

• Terms, mandates, and fees are competitively priced on the basis of the client’s needs

Private Fund: Templeton & Phillips Partners Fund, LLC

• The firm manages a private fund more focused on absolute returns available to accredited investors

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