The Franklin Management group was formed in 1983 to manage securities portfolios on a fully discretionary basis, with Richard Charles Brusky (now Managing Director - Investment Officer) as an original member. Its early investment disciplines remain at the heart of the investing strategies that are still employed by Mr. Brusky and his associates, who now possess 70 years of combined investment experience.
We take the responsibility of caring for our clients' capital very seriously. Our full range of services includes individually designing a portfolio according to your specific needs and personally managing the account to help ensure that your investment objectives are being met.
Excellent service is why we manage assets in over 100 accounts for individuals and institutions around the country.
The Philosophy of Value Investing
Why Use a Professional Money Manager?
Our Background
Summary of Services
How Do I Open An Account?
Our Associates
74245 Highway 111, Suite 203
Palm Desert, CA 92260
760-340-3200
800-345-2347
Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $2,000,000.