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.
Customization
Duration Target Selection
Maturity Selection
Socially Responsible
Credit Risk
Portfolio Structure
Taxable & Tax-Free Blend
Tax-Efficiency
State Preference
Avoid AMT
Loss Harvesting In Rising Rate Environment
Performance Awards
PSN Informa
Templeton Financial Services’ Tax-Free Intermediate strategy has earned Top Guns status for several periods.