Franklin Street Partners

+1-877-489-2600 franklin@franklin-street.com

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Taxable & Tax-Exempt Fixed Income Strategies

Taxable and Tax-Exempt Fixed Income Strategies
Franklin Street views the role of fixed income securities in a diversified portfolio as threefold: preserving capital, generating income and balancing equity risk. We employ an active, opportunistic investment approach in selecting high-quality debt issues for client portfolios.

  • Our investment team has extensive experience managing both taxable and tax-exempt bond portfolios.
  • We offer clients the appeal of a separately managed account, customized to the client’s needs and investment constraints.
  • Our investment process:
    • Seeks to identify sectors that offer the potential for above-average returns.
    • Selects short to intermediate term, high-quality bonds within these attractive sectors.
    • Maintains credit quality and diversification guidelines to manage risk.
    • Utilizes municipal bond issues when appropriate to maximize the client’s after-tax return.

©Franklin Street Advisors, Inc., and Franklin Street Trust Company, All Rights Reserved. 1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517 · 1-877-489-2600 • Important Disclosures

Franklin Street Advisors, Inc., is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply any level of skill or training. Additional information about the advisory services offered by Franklin Street Advisors, Inc., is available upon request and also on the SEC’s website at www.adviserinfo.sec.gov.

Franklin Street Trust Company is a non-depository trust company chartered by the State of North Carolina and regulated by the North Carolina Office of the Commissioner of Banks. Neither Franklin Street Advisors, Inc., nor Franklin Street Trust Company is FDIC-insured, but both are wholly-owned, indirect subsidiaries of Fifth Third Bank, National Association and Fifth Third Bancorp.

Franklin Street Partners is a dba for Franklin Street Advisors, Inc., and Franklin Street Trust Company, which includes references to our former parent entity, Franklin Street Partners, Inc.

Investment Products Are: Not a Deposit | Not FDIC Insured | Not Insured By Any Federal Government Agency | Not Bank Guaranteed | May Lose Value