FBP manages portfolios as an advisor or sub-advisor in conjunction with many consultant- and broker-sponsored managed account programs. In this area, our investment management efforts are identical to our institutional process.  Account minimums are normally lower than for our institutional services, thus client asset size and diversification needs make this alternative an excellent choice.

Through such programs, FBP manages investment portfolios for clients including universities, hospitals, retirement plans, endowments and foundations, as well as individual taxable investors. Accounts are 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 account's overall investment guidelines.

FBP is solely responsible for the content on this web-site.  The sponsoring firm in which FBP has a sub-advisory relationship has not reviewed or verified the accuracy or completeness of its content and is not responsible for any statements included herein.