Since our founding over 25 years ago, Franklin Street Partners has provided clients with independent, objective investment management services through Franklin Street Advisors, Inc., a registered investment adviser. Through our highly-experienced investment professionals, our approach is to complement our extensive in-house proficiencies with carefully selected investment alternatives. The result is client portfolios that are effectively designed to achieve each client’s goals within an appropriate, agreed upon level of risk.
Our process follows a systematic path to manage risk and performance, while minimizing while minimizing downside exposure.
- Investment policy development
- Asset allocation
- Review, reporting & control