Separately managed Accounts

 

The firm manages client assets through a separate account format. The separate account product primarily serves long-only investors through a portfolio of global value or international value equity securities. We believe that separate accounts provide a superior investment platform for clients as they provide the highest level of transparency, reduced fees, and customization. We work with a number of custodians. Please contact us at info@templetonandphillips.com to learn more about opening a separate account with our firm.   

 

 

 

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.