High Net Worth Individuals
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.
Learn More about Flippin, Bruce & Porter’s Investment Capabilities.