The FBB Income Strategy invests primarily in mid to large cap U.S.-based equities with a goal of providing consistent income and modest long-term capital growth from a well-diversified strategy. While the fundamental metrics of the Core Strategy 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.
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