Investment Management
Customized portfolio management designed to obtain optimal returns within your risk tolerance.
Michael Bailey Discusses FBB Capital Partners’ Approach to Investment Management
Michael Bailey is a chartered financial analyst and Director of Research at FBB Capital Partners. FBB is a Fee-Only Investment Management Firm that offers wealth management, retirement planning, and other financial services in Maryland. Reach out to FBB Capital Partners Wealth Advisory Services today to learn more about our investment services.
Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FBB is engaged, or continues to be engaged, to provide investment advisory services.
At FBB, we aim to build diversified portfolios tailored to our client’s preferences with a low-cost structure. We believe the best way to achieve this is through a combination of broad-based diversification through index exposure complemented by direct ownership in the equity and debt structure of individual companies. We accomplish this by identifying businesses where performance stems from fundamental improvement across the following characteristics:
- Long-term business transformation
- Robust organic growth
- Shareholder-friendly use of capital
- Strong and sustainable cash flow
- Solid return on invested capital
- Secure balance sheets
- Attractive valuation
Investment Strategies
*Please Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by FBB) will be profitable, equal any historical performance level(s), or prove successful.
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Frequently Asked Questions
What is investment management?
Investment management is the process of building and overseeing a portfolio of assets to help meet long-term financial goals. It typically includes asset allocation, investment selection, and ongoing monitoring.
How does FBB Capital Partners manage investment portfolios?
We offer customized investment portfolios tailored to each client’s financial goals, time horizon, and risk tolerance. Our approach includes an open architecture structure which allows us to choose what we determine to be the most appropriate investments to meet our client’s objectives.
Are investment management services personalized?
Yes, every client receives a personalized investment strategy designed to reflect their unique financial objectives and circumstances.
What types of investments are typically included in a portfolio?
Portfolios typically include an allocation of equities, fixed income, and other diversified investments, selected based on individual needs and market conditions.
How often is my investment portfolio reviewed?
Portfolios are monitored continuously, and we conduct periodic reviews to ensure the strategy remains aligned with your financial goals.
CONTACT US TODAY
If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.