en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
North America
      
USA
      
North Carolina
      
Chapel Hill
      
Wealth Managers
      
Franklin Street Partners
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Franklin Street Partners
 
 
Mission statement: 

   Our goal is to work with clients as partners in their investment management.
   Our approach is to provide independent, trusted and personalized advice, complementing in-house expertise with carefully selected external resources.
   Our greatest asset is our reputation for integrity, objectivity and excellence
Profile: 

   A partner-owned firm founded in 1990
   Franklin Street Trust is a state chartered, non-depository bank with single purpose trust powers to serve as a fully qualified trustee
   Approximately $2 billion in assets under advisement, with a 60% weight to institutions, foundations and endowments and 40% to high net worth and family office
   42 professionals located in Chapel Hill, North Carolina
   Approximately 300 client relationships
Overview: 

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. Even though we have grown in size and capabilities, 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:

Independence
We owe allegiance only to our investment management clients - not some larger parent organization. We do not originate corporate finance or merger transactions, underwrite public offerings, make markets or deal in any securities or financings. Similarly, we maintain an arm’s length relationship with all external managers on our platform.

Client focus
Our firm’s partners were its first clients, and our partners and management team continue to entrust their wealth to the firm. Because we remain privately owned, we are not subject to external profitability demands or artificial efficiency goals. 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.

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, will ensure that our best ideas are incorporated into your strategy, and will personally monitor your portfolio.
History: 

Franklin Street Partners was founded in 1990 to manage the investments of the founding principals and a small group of investors. Bob Eubanks started managing $25 million from this group of investors in a growth-style equity strategy. Over time we extended our partnership commitment by providing asset management expertise to both institutional investors and wealthy individuals. Today, we’ve evolved to include an investment team that focuses on growth equities across the entire domestic market cap spectrum for institutional investors. In recent years, we also adopted an open architecture approach as we progressed to become investment advisors to a range of endowments, foundations and other sophisticated institutional investors, as well as to families and individuals with significant portfolios requiring a more comprehensive solution.
Toll Free:  +1 877489 2600


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©