Separately Managed Accounts

Separately managed accounts (SMAs) are customized securities portfolios owned by individual investors. Clients can:

  • Select an investment manager, with the help of their financial advisors, to create a personalized portfolio that meets their requirements.
  • Generally open an account for a minimum of $100,000–$250,000.
  • Own individual securities in their portfolios and can restrict the purchase of certain securities or types of securities.
  • Generally fund the account with securities in kind or cash.
  • Have the potential for more tax flexibility through tax gain/loss selling.

Franklin Templeton Portfolio Advisors Inc. (FTPA), through its investment management divisions of Franklin Separately Managed Accounts and Templeton Separately Managed Accounts, offers global and domestic separately managed account products and services to high-net-worth individual and institutional clients. A Consulting Services team sells a suite of financial services through financial intermediaries.

For more information about SMAs or to determine which portfolios are available at your firm, please contact us at (888) 225-4250 or privatewealthdivision@franklintempleton.com.

Portfolios

Our portfolios are managed by Franklin Separately Managed Accounts and Templeton Separately Managed Accounts, divisions of Franklin Templeton Portfolio Advisors, Inc. Descriptions of the separately managed account portfolios we offer are listed below.

  • Description 

    Multi Strategy Municipal

    A hybrid portfolio comprised of approximately 60% in individual intermediate-term municipal bonds and approximately 40% in a high yield, tax-free pooled investment vehicle.
    Franklin Separately Managed Accounts1

    Intermediate Fixed Income

    Invest in U.S. government bonds, U.S. agency securities and corporate bonds, seeking to take advantage of relative valuation differences between sectors, issuers and individual bond issues.
    Franklin Separately Managed Accounts1

    Intermediate Investment Grade Credit

    Invest in high quality bonds, seeking to take advantage of relative valuation differences between sectors, issuers and individual bond issues, with the objectives of producing a high level of current income and generating total return opportunities.
    Franklin Separately Managed Accounts1

    Intermediate Municipal

    Invest in current coupon bonds with the goal of producing the highest tax-free income as is consistent with preservation of capital.
    Franklin Separately Managed Accounts1

    Limited Maturity Municipal

    This portfolio is available as a restriction to the FPA Intermediate Municipal Fixed Income portfolio for accounts meeting a $500,000 investment minimum. National, California or New York portfolios are available.
    Franklin Separately Managed Accounts1

  • Description

    Global Equity

    Portfolios invest in the equity securities of companies located anywhere in the world, including developing markets, utilizing Templeton's value-oriented, bottom-up, patient approach to investing.
    Templeton Separately Managed Accounts2

    International Equity

    Portfolios invest in the equity securities of companies located outside of the US, including developing markets, utilizing Templeton's value-oriented, bottom-up, patient approach to investing.

    World Balanced

    Portfolios invest in approximately 65% global equities and 35% US Treasury securities, US agency securities and corporate bonds with the goal of providing long-term capital appreciation and consistent rates of return.
    Templeton Separately Managed Accounts2

    Foreign

    Portfolios invest predominantly in equity securities of companies located outside of the U.S., including developing markets, utilizing Templeton's value-oriented, bottom-up, patient approach to investing.

  • Description

    Small Cap Growth

    Approximately 60 to 100 U.S. equities of companies that are sector leaders in their emerging growth phase with sustainable, competitive advantages that can achieve superior, long-term results. Closed to new investors.

  • Description

    Rising Dividends

    The portfolio seeks long-term capital appreciation by investing in companies of any size that have paid consistently rising dividends. Preservation of capital is also an important consideration