In 2013 money manager Richard Franklin decided to join forces with noted investment expert Jeremy Pierce to form Franklin Pierce Investment Management, LLC. We are based in Dallas, Texas and we manage investment portfolios for investors across the US.
Our mission is to create a profitable and sound investment program for every client. We focus on keeping investment expenses low and utilizing tax-efficient strategies. These techniques are particularly important to the success of income-oriented investors. Continuous and thoroughgoing risk management is the cornerstone of our investment process.
Consistent with our goal of achieving the steadiest possible performance in all economic environments, we diversify our clients’ holdings over several types of income-generating instruments. We believe that helping an individual or family build a sound financial future depends on listening carefully and developing trust. Before designing a personalized portfolio, we take the time to learn about the client’s life goals, income needs, investment objectives, risk tolerance, and tax situation. This close communication continues as market conditions and the client’s requirements change. We are always ready to respond to questions and suggestions from everyone we are privileged to serve.
Richard Franklin began his financial career in 1997 at American Century Investments as an investor relations representative. He moved to the investment team in 1999 where he worked as a US Mid/Large Core and Global analyst. In 2003 he joined Peleton Corporation as a senior analyst working on US small- and micro-cap funds. In 2008 he became the founding Portfolio Manager at Masatch Advisors.
Mr. Franklin has authored numerous articles on bonds and fixed income investing in both financial column and book form. He has taught finance and accounting in the MBA program at Barry University in Miami and has spoken at numerous investment seminars. Mr. Franklin holds an MBA from Columbia University.
Jeremy Pierce has over 20 years of experience in the financial services industry. He was the Chairman of the Executive Committee and Head of Asset Management at Satdie Investment Services Corp. Mr. Pierce holds a summa cum-laude MSc degree in Economics from the University of Milan. He has published several academic articles and books on quantitative finance, fixed income and equity valuation. He is a CFA charterholder.