The FBB 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 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 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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