Our Global Income Portfolios

Searching the Globe for Stable Equity Income

Franklin Global Income Portfolios

We have a long track record of providing Global Income Strategies for our clients by investing in US domiciled companies and foreign companies through the use of American Depository Receipts on U.S. Exchanges. This has been expanded in recent years to include owning foreign companies directly on local exchanges as well.

For those wishing to invest directly in companies on foreign exchanges, this is available in our Global Income Portfolios through our association with Interactive Brokers.

Global Income Portfolio Management

Step 1: Create dynamic diversified equity income portfolios based on asset and sector classes where we see improving fundamentals, momentum and compelling, stable dividend yields.

Step 2: Monitor and evaluate existing valuations, momentum factors and yields for continued adjustment of portfolio allocations.

Step 3: Utilize multiple quantitative analysis tools to optimize our buy/sell decision-making process.

Step 4: Track and monitor various catalysts to help enhance the investment entry and exit decision process.

Step 5: Reassess portfolio cash flows and family risk parameters as often as every 6 months in concert with our tax strategy.

Franklin Wealth Management

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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Franklin Wealth Management employs several professionals with varied degrees and credentials, including that of Certified Financial Planner. As such, we are qualified to discuss and advise on tax and estate planning matters related to reducing taxes and creating an estate plan and implementation. Advisory services are offered through Franklin Wealth Advisory, LLC.

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Contact

Franklin Wealth Management, LLC

Office: (423) 870-2140
Fax: (423) 870-2164

4700 Hixson Pike
Hixson, TN 37343

info@franklinwm.com

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