Scalable model portfolios and packaged funds
Empowering advisors with tailored strategies
We partner with financial advisors and wealth managers to deliver tailored, scalable investment strategies that support portfolio construction, client engagement, and business expansion.
We provide the tools, insights, and solutions that help advisory platforms grow confidently and efficiently.
What we do
We support financial advisors, platforms, and wealth managers with:
Access to tax-efficient, diversified, and thematic investment strategies
Independent manager research and institutional-grade asset allocation views
Client engagement tools, product launch support, and marketing collateral
Strategic insights and collaboration tailored to advisor business models
How we help
We deliver actionable expertise and institutional-quality support.
Advisor support
Franklin Templeton Academy training, technology access, and business scaling resources
Asset Allocation Research
Strategic/tactical views, capital market expectations, and manager research
Alternatives
Access to absolute return and diversifying strategies with education and insights
Investment Management
Thematic models, hybrid structures (Fund + ETF), and tax-optimized solutions
Investor Support
Custom materials, roadshow and launch support, and tailored client programs
Case Studies
We work with clients to design solutions that meet their unique needs.
Enhancing Investment Management: Independent Wealth Advisor Platform
Challenge: Build a scalable, tax-aware, global solution
Solution: Support through investment platform design and ongoing allocation views
Impact: Improved platform scalability and advisor engagement
Developing Product Differentiation: Wealth Manager
Challenge: Create diversified income and return-oriented products
Solution: Strategies targeting long-term beta and yield with active allocation
Impact: Distinct product suite supporting growth and advisor adoption
Strategic Partnership: Korean Pension Fund
Challenge: Expand private market access and strategic asset allocation
Solution: Alternatives/absolute return integration with strategic guidance
Impact: More robust and diversified portfolio outcomes
Client-Led Product Design: Italian Financial Services Firm
Challenge: Create differentiated fintech-driven investment solution
Solution: Custom indexing, insurance product collaboration, thematic fund development
Impact: Strengthened market position through innovative, co-created solutions
Value Beyond Investment Management: Sovereign Institution
Challenge: Align strategic asset allocation with national investment goals
Solution: Portfolio analysis and asset allocation partnership
Impact: Long-term collaboration aligned with institutional mandates
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Other clients we serve
Learn more about how we work with clients to design solutions that meet their unique needs.
Contact Us
How Can We Help?
