Our employees are our most valued resource. You can count on FBP to continue to invest in high-quality people, as well as advanced technology, training, and other resources that allow all our professionals to make sound decisions for the benefit of our clients.

We offer a wealth of information about our firm, our investments and holdings, results, and industry information to our clients and future clients. If you would like a print copy of any of the information offered here, contact us and we will be happy to send it to you.

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Strategy Information

FIRM WEBEX – Option Writing Discussion
Equity & Dividend Plus Presentation
Equity & Dividend Plus Factsheet
Firm Highlights – Value Equity
Firm Highlights – Value Balanced
ADV Part 2
Form CRS

Investment Results

Equity & Dividend Plus Performance Report – 6/30/23
Value Equity Performance Report – 6/30/23
Value Balanced Performance Report – 6/30/23
Performance Disclosure Statement

Market Commentaries

2nd Quarter 2023
1st Quarter 2023
4th Quarter 2022
3rd Quarter 2022

Portfolio Holdings

Representative Equity & Dividend Plus Holdings
Representative Value Equity Holdings
Representative Value Balanced Holdings

White Papers

Active vs. Passive Investing
How to Support Your Clients with a Plan for Success
Use the Power of Language to Manage Clients
Can Market Indices Be More Effective Portfolio Benchmarks?

Past performance is no guarantee of future results. The composite results shown are for Flippin, Bruce & Porter’s institutional composite and do not reflect performance of accounts through which Flippin, Bruce & Porter 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, Flippin, Bruce & Porter is solely responsible for the content on this website. The sponsoring firm in which Flippin, Bruce & Porter 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.