ClearBridge Custom Solutions | Franklin Templeton

Help for High-Net-Worth Clients

There are times when model portfolios can’t fully address the needs of individual high-net-worth clients. That’s where Custom Solutions comes in.

How Our Team Works with You

We’re committed to taking time to explore client needs and carefully explain how we address those needs.

Learn More About How Our Portfolios Can Help You

Customs Solutions Brochure

Custom Solutions was designed to help address clients' unique portfolio objectives.

Contact Us

To learn more about ClearBridge Custom Solutions, contact your Franklin Templeton Senior Advisor Consultant at (800) DIAL-BEN/342-5236

Insights

DECEMBER 9, 2025

Infrastructure outlook: AI, decarbonization and policy tailwinds in 2026

ClearBridge Investments believes the outlook for infrastructure in 2026 remains robust, driven by the accelerating demand for power and data fueled by AI.

DECEMBER 8, 2025

Under the Radar: Why now is the time for emerging markets

ClearBridge Investments believes emerging market equities have turned a corner, showing strong performance after years of lagging returns.

DECEMBER 5, 2025

AOR Update: Is AI a clear and present danger?

ClearBridge Investments: The ClearBridge Recession Risk Dashboard remains firmly in green expansionary territory; despite AI labor fears, supportive fiscal and monetary policy should power the US economy and corporate earnings in 2026.

Important Information

Separately Managed Accounts (SMAs) are investment services provided by Franklin Templeton Private Portfolio Group, LLC (FTPPG), a federally registered investment advisor. Client portfolios are managed based on investment instructions or advice provided by affiliated subadvisors of Franklin Templeton. Management is implemented by FTPPG, the designated subadvisor or, in the case of certain programs, the program sponsor or its designee.

Franklin Templeton, its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

All investments involve risk, including loss of principal. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, a forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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