Equity & Dividend
Plus Approach

 

Value Approach

 

Account Types

 

Managed Accounts

 

FBP News

   

 

 

 
 

Philosophy

Dividend Process

Sell Discipline

Investment Results

 

Philosophy

Value Equity Process

Value Balanced Process

Sell Discipline

Investment Results

 

Institutional

High Net Worth
Individuals

Managed Accounts

(SMA's & UMA's)

Mutual Funds


 

Sub-Advisory Portfolio Team

Marketing Representatives

Portfolio Holdings

Value-Added Presentations

Value-Added White Papers

 

 

FBP Balanced Fund named in Kiplinger's Top-Performing Mutual Funds

FBP Balanced Strategy named in Money Manager Review's Top 10 Balanced Managers for 1Q 2013

FBP Equity & Dividend Plus named in Lipper Top 20 Money Managers for 2Q 2012

 

 
This site is for informational purposes only. FBP does not intend to provide investment advice through this site. This web site is in no way a solicitation or offer to sell investment advisory services, except in the U.S.A in states where the firm is registered or where an exemption from registration exists.