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Templeton Financial Services

Partnership
Process
Portfolios
Publications
About
Services
August 20, 2018
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Portfolio Structure

August 20, 2018
Guest User

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We focus our macro outlook, sector analysis, and security selection process through the lens of each client’s unique investment objectives to develop an appropriate portfolio structure and long-term strategy. Liquidity needs, duration target, tax situation, and a myriad of other client preferences inform the bonds that we purchase and the portfolios that we build.


August 20, 2018
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Guest User

Security Selection
Total Portfolio Management
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Templeton Financial Services, 1490 South Price Road Suite 218, Chandler AZ, 85286, United States(480) 883-1073clientservices@tfsformunis.com
(Email Address)

Thank you, we look forward to sharing our thoughts with you.

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