Let Templar Optimize Your Working Capital and Liquidity


Equity Holdings

Use Your Free Cash Flow to Maximize Business Value


At the heart of our Templar service  model is the Equity Holdings Program available, exclusively, to our esteemed partners.

Our program offers partners access to the investment/capital markets, through Templar’s “Five Funds” portfolio, while providing customizable levels of insulation from principal loss.

Our aim is to provide Templar partners with more growth potential than their personal savings accounts but with less risk than if they invested alone.



Corporate Bonds

Offering you more than just a Competitive Return


Templar’s bond program provides our partners and clients with an additional source of consistent income with less risk than our equity-based offerings.

Additionally, purchasers gain peace of mind knowing that their bond funds are being deployed to economically strengthen households, small businesses, and institutions within our community.

Non-transferable debentures with annual yields as high as 5.00%.



Direct Lending/Green Financing

Supporting Your Company’Growth with Cost-Efficient Capital


Whether you’re considering restructuring existing debt, or looking to do some upgrades to your business, our lending solutions may be just right for you.

Special, lower-interest, financing available on lending options secured by assets held by Templar.

*Templar is committed to taking an active stance against predatory lending practices and will never generate a loan that violates our ethical guidelines.



Business Consulting

Decreased Operating Expenses and/or Increased Revenues or All Fees Returned.*


Over a decade of experience designing and implementing process improvement, forecasting, and training & assessment systems with specializations in the hospitality industry and membership-based civic institutions.

*Contact a Templar Representative for Details

Learn More About Our Other Partnership Services

Individual Partnerships

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Institutional Partnerships

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Public Partnerships

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Like What You See? Become a Partner Today!

Let’s discuss the RIGHT level of risk and investment based on YOUR needs  

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