Investment Management

Customized portfolio management designed to obtain optimal returns within your risk tolerance.

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.

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 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:

  • 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
  • Curious About How to Leverage Technical Analysis for Your Investments?

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*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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