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Separately Managed Accounts

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A separately managed account offers a personalized approach to investing using a customized portfolio of securities owned by an individual or institutional investor.

Benefits to investors

To open a separately managed account, investors and their financial advisors select an investment manager to create a personalized portfolio that meets their requirements. Account minimums are generally $100,000 or $250,000, depending on equity or fixed income investments, and accounts can generally be funded with securities in kind or cash. As the owner of a separate account, an investor can generally restrict the purchase of certain securities or types of securities.

Separately managed accounts also offer the potential for more tax flexibility through tax gain/loss selling.

What we offer

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, through financial intermediaries.

  • If you are a Financial Advisor, please sign in or register for access to our advisor website for access to marketing materials and presentations about separately managed accounts.
  • Potential investors please contact your financial advisor for more information or send us an email.

Separately Managed Account Portfolios

Descriptions of the separately managed account portfolios we offer are listed below.



Fixed Income

Description  

Multi Strategy Municipal

A hybrid portfolio comprised of 60% in individual intermediate-term municipal bonds and 40% in a high yield, tax-free pooled investment vehicle.
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Intermediate Fixed Income

Invest in U.S. government bonds, U.S. agency securities and corporate bonds, with the objectives of producing a high level of current income and generating total return opportunities.
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Intermediate Municipal

Invest in current coupon bonds with the goal of producing the highest possible tax-free income, coupled with preservation of capital.
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International

Description  

Global Equity

Approximately 100 international and U.S. equities of companies across all capitalization levels, with emerging markets exposure. A developed markets ex-U.S. equity strategy, which excludes emerging market countries, is also available.
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International Equity

Typically 100 stock holdings with an annual turnover range averaging 20%-25% under normal market conditions. A developed markets ex-U.S. equity strategy, which excludes emerging market countries, is also available.
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World Balanced

Approximately 65% international and U.S. equities and 35% U.S. Treasury and agency bonds with the goal of providing long-term capital appreciation and consistent rates of return.
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Growth

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.
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Footnotes

  1. Franklin Separately Managed Accounts claims compliance with the Global Investment Performance Standards (GIPS®).

    Franklin Separately Managed Accounts (the “firm”) manages domestic equity and fixed income portfolios for high net worth individuals and institutional clients, applying a bottom-up, researchoriented process that utilizes proprietary screening models and top-down risk controls in managing its portfolios. Franklin Separately Managed Accounts is a division of Franklin Templeton Portfolio Advisors, Inc. (“FTPA”), a subsidiary of Franklin Resources, Inc. (“FRI”) and is a unit of the broader Franklin organization. At Franklin Separately Managed Accounts, brokerage, administrative, custodial and investment management fees are charged together as a percentage of the portfolios’ assets (comprehensive fee or “wrap-fee”) or may in some instances be charged separately (unbundled fee). Retail and Institutional separate accounts managed by affiliated Franklin entities are not included in the firm definition. Franklin Separately Managed Accounts was previously known as Franklin Portfolio Advisors prior to June 30, 2012. Franklin Portfolio Advisors was previously known as the Franklin Private Client Group prior to October 1, 2004.

    Additional information regarding the firm’s policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request. To receive a complete list and description of composites, contact your Franklin Templeton representative at (800) 822-8464.

  2. Templeton Separately Managed Accounts claims compliance with the Global Investment Performance Standards (GIPS®).

    Templeton Separately Managed Accounts (the “firm”) manages portfolios for high net worth individuals and institutional clients, applying a bottom-up, value oriented, long-term investment style, focusing on global and non-U.S. markets. Templeton Separately Managed Accounts is a division of Franklin Templeton Portfolio Advisors, Inc. (“FTPA”), a subsidiary of Franklin Resources, Inc. (“FRI”) and is a unit of the broader Templeton organization. At Templeton Separately Managed Accounts, brokerage, administrative, custodial and investment management fees may be charged together as a percentage of the portfolios’ assets (comprehensive fee or wrap-fee) or may in some instances be charged separately (unbundled fee). Retail and Institutional separate accounts managed by affiliated Templeton entities are not included in the firm definition. Templeton Separately Managed Accounts was previously known as Templeton Portfolio Advisors prior to June 30, 2012. Templeton Portfolio Advisors was previously known as the Templeton Private Client Group prior to October 1, 2004.

    Additional information regarding the firm’s policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request. To receive a complete list and description of composites, contact your Franklin Templeton representative at (800) 822-8464.

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    For U.S. residents only.