Franklin Templeton Investments
Franklin Templeton Investments is a global asset management firm best known for its actively managed mutual funds. The company offers a wide array of investment opportunities across several asset classes. It boasts highly experienced management teams, disciplined investment approaches, and high marks from funds rating agencies.
Associated People
Jenny Johnson
2020 - present
Mike Reed
2000 - present
Sandy Kaul
2022 - present
Tom Gahan
2019 - present
Mark Mobius
1987 - 2018
Erik Bethel
2014 - 2016
Marty Flanagan
2004 - 2005
John Bartleman
1995 - 1999
SOLUTIONS
Defined Contribution
For more than 20 years, Franklin Templeton has been committed to serving the DC market. It provides plan-related insights and resources so you can make decisions that help participants achieve retirement success.
Individual Retirement
Whether you are just beginning to build your retirement savings or you are looking to generate income during retirement, Franklin has investments and tools that can help you develop a plan for your retirement goals.
Education Savings
Used by more than 200,000 families and over 45,000 advisors, Franklin Templeton 529 College Savings Plan can enhance your practice, deepen client relationships, and help clients achieve their College and educational saving goals.
Workplace 529 Program
The Workplace 529 Program offers the opportunity to help your business clients easily offer a significant employee benefit while providing a path to reach new individual clients and deepen relationships with employers. It has easy administrative options including age-based allocation portfolios, systematic funding options, and competitive share class options.
Charitable Giving
The Franklin Charitable Giving Program is a donor-advised fund that provides clients a simple and flexible way to give to their favorite charity. Contributions are irrevocable, immediately tax-deductible, and can be invested to grow tax-free.
Assets under management: $1.4989 trillion (as of March 31, 2021)