Founded in 2003 by Len Templeton, Templeton Financial Services is a fixed income money manager based in Arizona. Fixed income isn't something we do - it's all we do. Combining expertise and institutional market access, we act as a separate account manager to build customized fixed income portfolios that serve the unique needs of our clients.
When you work with TFS, you're not buying a cookie-cutter strategy; you're hiring a team of professionals to create fixed income solutions that serve client-specific investment objectives. Taxable or tax-free, state-specific or national, we aim to be the best possible partner for you.
When you work with TFS, you're not buying a cookie-cutter strategy; you're hiring a team of professionals to create fixed income solutions that serve client-specific investment objectives. Taxable or tax-free, state-specific or national, we aim to be the best possible partner for you.
Services
Our investment decisions take place in a team environment. Team-managed portfolios bring multiple perspectives onto the same issue and allow for healthy discussion and examination of the factors at play. Combining this team-based approach with the 5-Step Process detailed below, we have created a culture where investments are carefully evaluated through a proven methodology.
While we specialize in customized portfolios, Templeton Financial offers two flagship strategies: the Taxable Strategy and the Tax-Free Strategy. We maintain an ESG/SRI focus in our strategies because we believe having a good public purpose for bonds has the potential to improve both performance and credit quality.
Our publications serve to inform advisors, clients, and industry influencers about timely issues facing the investment community. With the goal of providing access to insightful content, we regularly share our perspectives in two ways: newsletters and articles. Fixed income found its footing in the second quarter with many sectors turning positive for the first time this year.
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