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 Equity & Dividend Plus Fund (the “Fund”) is a mutual fund and part of the Cantor Select Portfolios Trust. The Fund seeks to provide above-average and growing income while also achieving long-term growth of capital. The Fund intends to invest in a diversified portfolio comprised primarily of above-average dividend yielding, undervalued equity securities with dividend growth potential. The Fund may also selectively write, or sell, covered call options to generate portfolio income or to hedge the Fund’s equity portfolio.