Login
       
 

 
 
 
     


 

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 assets and diversification needs make this alternative an excellent choice.

Through such programs, FBP manages investment portfolios for clients such as universities, hospitals, retirement plans, endowments and foundations. 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 accounts' overall investment guidelines.

To learn more about FBP, please review the information below:
 
     

Investment Philosophy and Process

Corporate Brochure

Firm Highlights - Equity

Firm Highlights - Balanced

Past performance is no guarantee of future results.  The composite results shown are for FBP's institutional composite and do not reflect performance of accounts through which FBP acts as sub-advisor. Net of fee results reflect the deduction of institutional fees.  Fees associated with lower minimum sub-advised accounts may be substantially higher than institutional fees.   For product-specific information, refer to your firm's manager profile for details on gross and net of fee performance of those accounts.

Furthermore, 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.

 

If you don't have Adobe Acrobat Reader,
you can download it here for FREE.