Customized portfolio management designed to obtain optimal returns within your risk tolerance.
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 to our clients. Reach out to FBB Capital Partners Wealth Advisory Services today to learn more about our investment 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 complimented 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:
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