The concept of partnership lies at the core of our firm. Founded in 1990, Franklin Street Partners was created to manage the assets of our founding partners and to provide independent, strategic advice to other clients that valued our expertise. Today we manage over $3.5 billion, but our perspective has remained highly personal, and our relationships continue to be managed with the highest standards of professionalism, fiduciary responsibility, and discretion.
Our partnership perspective is reflected in three core attributes of our firm:
Client focus
We limit the number of external client relationships and maintain a very low client-to-advisor ratio, ensuring that we provide the same level of commitment, attention, and personalized financial advice to all clients of the firm.
Invest your money the same way we do our own
Our firm’s partners were its first clients, and our management team and leadership continue to entrust their wealth to the firm. We believe if it’s right for our clients, it’s right for our families.
Personalized solutions
We structure unique investment solutions for each client, based on specific goals and constraints. You will work with an investment team led by a senior professional. He or she will thoroughly understand your objectives, preferences, and constraints; ensure that our best ideas are incorporated into your strategy; and personally monitor your portfolio.