The TFS Taxable Bond Strategy is an actively managed strategy consisting of investment grade securities which provide taxable income. Portfolios are customized to meet the unique investment objectives of the client.
Templeton Financial Services’ Tax-Free Intermediate Municipal bond strategy seeks to maximize tax-free income consistent with preservation of principal. The strategy can be state-specific and is customized to meet the unique tax situation and investment objectives of each client. Templeton incorporates tax loss harvesting when appropriate, excludes securities that are subject to AMT, and avoids taking undesired short-term capital gains. Templeton focuses on investment grade credits and looks to take advantage of inefficiencies in the municipal market to generate performance.
Duration Target Selection
Taxable & Tax-Free Blend
Loss Harvesting In Rising Rate Environment
Templeton Financial Services’ Tax-Free Intermediate strategy has earned Top Guns status for several periods.