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FBP manages investment portfolios for many types of investors, including universities, hospitals, retirement plans, endowments, foundations and individuals. These clients span the U.S. and many parts of the world. By consistently applying our Value investment discipline, we have been successful in achieving our clients' investment objectives.

We offer our services to the following types of clients:

 

 

  • Institutional and high net worth investors seeking portfolio management.
  • Consultant-managed account programs where we act as advisor or sub-advisor.
 
 
To see a representative client list Click Here