Core Investment Strategy
Core Investment Strategy
FBB Capital Partners’ Core Investment Strategy invests primarily in mid to large-cap U.S.-based equities with a goal of providing long-term capital growth and steady income from a well-diversified strategy. We favor companies in the early stages of a long-term transformation where the stock’s price has yet to reflect the improving fundamentals of the business.
The FBB Core 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 our core investment strategy.
Get In Touch
As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. FBB Capital Partners assumes no liability for transactional messages sent through this system.
Frequently Asked Questions
What is the Core Investment Strategy at FBB Capital Partners?
Our Core Investment Strategy focuses on building diversified portfolios with a long-term perspective. It aims to balance risk and return through disciplined asset allocation and consistent rebalancing.
Who is the Core Investment Strategy designed for?
This strategy is intended for individuals and families seeking a diversified investment approach that is aligned with both short-term capital needs and long-term compounding wealth.
How is risk managed in the Core Strategy?
We manage risk through diversification, security selection, and periodic portfolio reviews to ensure the allocation remains consistent with the client’s risk profile.
Does this strategy include active or passive investments?
The Core Investment Strategy may include a blend of active and passive investments, depending on market conditions and the client’s objectives.
How often is the portfolio rebalanced?
Portfolios are reviewed regularly and rebalanced as needed to maintain strategic asset allocation and respond to shifts in markets.
CONTACT US TODAY
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.