FBP manages investment portfolios for clients such as universities, hospitals, retirement plans, endowments, and foundations. Accounts are separately managed in accordance with the account’s overall investment guidelines and objectives. We provide equity, balanced and dividend portfolio management services. By consistently applying our value investment discipline, we strive to meet the investment objectives within the context of the account’s overall investment guidelines.
We have years of experience managing portfolios for high net worth individuals. Accounts are separately managed in accordance with the client’s investment guidelines and objectives. We provide equity, balanced and dividend portfolio management services. By consistently applying our value investment discipline, we strive to meet the investment objectives within the context of the accounts’ overall investment guidelines.
Tax considerations play an important role for high net worth investors and our portfolio managers use various strategies to minimize the impact of taxes. Most importantly, our value approach is long-term in nature. This results in long holding periods for securities, creating low turnover which produces efficient after-tax returns due to the long-term capital gains treatment of the majority of our returns.
The Cantor FBP family of mutual funds includes the Cantor FBP Equity & Dividend Plus Fund and the Cantor FBP Appreciation & Income Opportunities Fund. Both funds are no-load, diversified, open-end series of the Williamsburg Investment Trust, a registered management investment company commonly known as a mutual fund. Each fund represents a separate mutual fund with its own investment objectives and policies.