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.

FBB Capital Partners prides itself on a highly credentialed team of experts whose education and insight are leveraged to help clients make more informed financial decisions in the areas of wealth management and financial planning. Through dedicated and disciplined teamwork, we aim to exceed the expectations of our clients—as true financial partners.

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
  • Wondering about bonds and what they can do for your portfolio?


    This FBB Capital Partners White Paper will provide information on fixed-income investing and how it can help you with your long-term financial goals.

    Download your complimentary white paper today!

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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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.