Environmental, Social, and Governance (ESG) Strategy

Socially Responsible Investment (SRI) Strategy

FBB’s Environmental, Social, and Governance (ESG) Strategy places a high priority on owning companies with sustainable growth prospects. Our ESG Strategy also targets a total return with a focus on capital appreciation supported by dividend income. FBB’s approach for this investment strategy applies a series of metrics across our holdings, identifying those with the highest overall rankings across environmental, social, and corporate governance metrics and weights the portfolio accordingly.

The FBB ESG Strategy also provides clients with portfolio diversification through ownership of small and mid-cap stocks, international equities, and a range of fixed income asset classes.

Socially Responsible Investment (SRI) Strategy

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BETHESDA, MD
EASTON, MD

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