Portfolios

While we specialize in customized portfolios, Templeton Financial offers two flagship strategies: the Taxable Strategy and the Tax-Free Strategy. We maintain an ESG/SRI focus in our strategies because we believe having a good public purpose for bonds has the potential to improve both performance and credit quality. Our strategies can be augmented with an income focus through the utilization of Closed-End Fund exposure.

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Taxable Strategy
Taxable Strategy

The TFS Taxable Bond Strategy is an actively managed strategy with a focus on investment grade securities which provide taxable income. Portfolios are customized to meet the unique investment objectives of the client.

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Tax-Free Strategy
Tax-Free Strategy

The TFS Tax-Free Strategy is an actively managed strategy with a focus on investment grade securities which provide tax-free income. Portfolios are customized to meet the unique investment objectives and tax situation of each client.

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ESG & SRI Focus
ESG & SRI Focus

We focus on bonds with a good public purpose. A bond with good public purpose not only helps the community but is also likely to have greater public support.

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CEF Income Focus
CEF Income Focus

The strategy seeks to augment fixed income portfolios with Closed End Funds (CEF’s) that provide a high level of current income with the potential for capital appreciation.

 
Templeton Financial Services, 1490 South Price Road Suite 218, Chandler AZ, 85286, United States(480) 883-1073clientservices@tfsformunis.com
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