Customized

True portfolio customization is the only way to meet the unique needs of individual investors and institutions. Templeton Financial builds and manages portfolios based on specific investment objectives, risk preferences, duration targets, income needs, and more.

Tax-Efficient

At Templeton Financial, we know that taxes matter. We build and manage portfolios with an individuals current and future tax status in mind. We build taxable, tax-free, and blended portfolios to help meet our clients investment objectives.

Conservative

By employing a ‘safe sector” strategy consisting of mostly investment grade, general obligation, essential service revenue, and sales tax bonds, we avoid traditional areas of heightened credit risk while providing conservative income.

Newsletters

Join our mailing list today to receive our exclusive Monthly Economic and Market Dashboard, our Quarterly Newsletter, and other tools to stay informed and educated about the Fixed Income markets.

Templeton Financial Services - Blog