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FBP has years of experience in managing portfolios for high
net worth individuals. Accounts are separately managed in
accordance with the client's investment guidelines and objectives.
We provide both equity and balanced portfolio management services.
By consistently applying our value investment discipline,
we strive to meet the investment objectives within the context
of the accounts' overall investment guidelines.
Tax considerations play an important role for high net worth
investors and our portfolio managers use various strategies
to minimize the impact of taxes as we manage the portfolios.
Most importantly, FBP's value approach is long-term in nature.
This results in long holding periods for the securities held
creating low turnover, which produces efficient after-tax
returns due to the long-term capital gains treatment of the
majority of our returns.
To learn more about FBP, please review the information below:
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