Provides a personalized solution for investors, with the scale required by wealth managers
Next-generation solutions for an evolving industry
Personalized
Responsive
Manages allocations over time, adapting to changing market conditions and investor circumstances
Probability-Driven
Goals-based investment framework defines risk as the probability of investors not attaining their goals
IN PRACTICE
Solves for multiple client goals to deliver personalized recommendations
Wealth Management
Individualized and responsive investment advice
Withdrawal strategy
Advice centered around individual consumption needs and focused on remaining solvent through an investor’s lifetime
Retirement
The first QDIA-eligible managed advice program that actively manages each participant’s portfolio
Guaranteed Income
Provides recommendations for purchasing guaranteed income in both the accumulation and decumulation phases of the individual’s journey
Published in the Journal of Investment Management, Among Others
Backed by 2018 Harry Markowitz Award-Winning Research
Patented Process
Winner of the MMI/Barron’s Industry Award for Disruption
Contact Us
How Can We Help?
We work with clients to define their goals and deliver solutions.
Max Gokhman, CFA
Deputy Chief Investment Officer
Franklin Templeton Investment Solutions
Doug Sue
Head of Insurance, Retirement & 529 Solutions, Americas
Franklin Templeton Investment Solutions