Franklin Templeton Investments
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Franklin Templeton Investments expert review by Barbara Friedberg
Franklin Templeton Investments was founded in the 1940s by Rupert H. Johnson Sr. and named after Benjamin Franklin. The company serves individual investors, institutional investors, financial advisors and registered investment advisors. The company has separate websites for the institutional investor and the registered investment advisor. Franklin Templeton serves clients across the globe.
- Services: Franklin Templeton serves its clientele with a range of investment planning tools including closed-end funds, exchange traded funds, small business retirement plans and separately managed accounts. The company offers solutions for college funding and other life goals.
- Products: Franklin Templeton Investments is home to scores of investment funds representing the cash, equity and fixed income markets Their investments are sold to individuals as well as through financial advisors. Their strategies include multi-asset, alternative and Franklin Templeton solutions.
- Educational and client resources: The company’s “Investor Tools” section is categorized according to investor education, financial conversations and investor behavior. The company also offers calculators, apps and research (insights) reports.
- Investment philosophy: Since 1947, the firm has been dedicated to delivering exceptional asset management for institutional, retail and high-net-worth clients.
- Best for: The newly wealthy, those experiencing family and/or household changes and the financially unsavvy.
Personal Finance Contributing Editor
Barbara Friedberg, MBA, MS is a former investment portfolio manager with decades of financial experience. Friedberg taught Finance and Investments at several universities. Her work has been featured in U.S. News & World Report, Investopedia, Yahoo!Finance and many more publications.
Franklin Templeton Investments Company Information
- Company Name:
- Franklin Templeton Investments
- Year Founded:
- One Franklin Parkway Building 970, 1st Floor
- San Mateo
- Postal Code:
- United States
- (800) 632-2301