Services

 
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what we do

Templeton and Phillips Capital Management serves high net worth individuals, families, and institutions through a focused offering of in-house proprietary investment products and carefully vetted external managers sharing a similar investment philosophy. We work with clients through two private funds, including the Templeton and Phillips Partners Fund, a global value private fund, and the TP Marval India Fund, in partnership with Marval Capital, Ltd., based in Toronto. The Templeton and Phillips Partners Fund is available to accredited investors, and the TP Marval India Fund is available to qualified purchasers. Additionally, we provide an outsourced CIO service on a select basis for broader asset allocation needs.

Private Funds

The Templeton and Phillips Partners Fund, LLC, is a global value private fund focused on a global value mandate. The Templeton and Phillips Partners Fund is open to accredited investors.

The TP Marval India Fund, L.P., is a country-focused fund that invests solely in India. It is managed in partnership with Marval Capital, Ltd., of Ontario. The TP Marval India Fund, L.P. is open to qualified purchasers.

Outsourced CIO

The firm’s Outsourced CIO service is offered on a select basis to clients in need of a broader asset allocation approach to investing, while managing ongoing liquidity and distribution needs. This service draws upon our experience working closely with ultra-high net-worth clients and non-profits desiring customization and differentiated investment managers.

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