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Increasingly complex markets require financial professionals to become more flexible, creative and adaptable. Our Managed Accounts Investment Options can help to provide the freedom and flexibility necessary to help clients navigate through market uncertainties and meet their financial goals.

Managed Account Investment Options

For more information on our other Managed Account strategies check out Franklin Templeton’s Managed Account Investment Options.

ClearBridge Appreciation Portfolios

Seeks long-term capital appreciation by investing primarily in high-quality, large-cap growth and value companies.

Investment Minimum is $50,000

Factsheet

Strategy Pitchbook

Franklin DynaTech SMA

Invests primarily in companies that are leaders in innovation, take advantage of new technologies, have superior management, and benefit from new industry conditions.

Investment Minimum is $100,000

Factsheet

Strategy Pitchbook

Investing in innovation: Franklin DynaTech SMA

Franklin Income SMA

The strategy seeks both income and capital appreciation by investing in a combination of stocks, convertible securities, fixed income securities and shares of completion portfolios.

Investment Minimum is $150,000

Factsheet

Strategy Pitchbook

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