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.