Retirement Income Investment Strategy
Retirement Income Investment Strategy
The FBB Retirement Income Strategy invests primarily in mid to large-cap U.S.-based equities to provide consistent income and modest, long-term capital growth from a well-diversified investment strategy. While the Core Strategy’s fundamental metrics also apply to the Income strategy, the Income Strategy’s focus on current income weights the portfolio more heavily toward higher dividend-paying and dividend-growing companies.
The FBB Retirement Income Investment Strategy also provides clients with portfolio diversification through ownership of international equities and a range of fixed-income asset classes.
Please contact us to learn more about FBB’s retirement income investment strategy.
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Frequently Asked Questions
What is the Retirement Income Investment Strategy?
This strategy is designed to generate income in retirement while preserving capital. It includes a diversified mix of income-producing investments tailored to each client’s financial needs and timeline.
How is income generated through this strategy?
Income distributions may be supported through a combination of interest, and capital gains to provide steady cash flow throughout retirement.
Is this strategy suitable for pre-retirees?
Yes, it can also benefit those approaching retirement by transitioning the portfolio strategy from the accumulation phase of the financial lifecycle to the distribution phase.
How does the strategy address market volatility?
By focusing on quality income-producing investments and strategic allocation, the portfolio is built to help manage downside risk while supporting income needs.
Can this strategy be customized for my retirement goals?
Absolutely. Each retirement income portfolio is tailored to your personal retirement timeline, lifestyle needs, and risk tolerance.
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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.