Asset Management
FBR Capital Markets’ registered investment advisory subsidiaries offer our clients a broad array of managed investment products and services.
The FBR Funds* are a family of nine equity portfolios spanning various market capitalizations and industry sectors. Our goal is to achieve attractive, long-term returns that are balanced and ever mindful of the downside risks associated with equity investing. We are investors in companies, not traders of stocks. Our balance-sheet approach to investing and attention to valuation allows us to offer diversified exposure to the best-run companies with an eye on capital preservation. We also offer proprietary hedge funds and funds of funds
FBR Capital Markets focuses its private equity and venture capital efforts primarily, but not exclusively, on technology, genomics, biotechnology, financial services and other life science companies. Our objective is to assist portfolio companies with business development, hiring strategies and future financing.
*Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. This and other important information can be found in the fund's prospectus. To obtain data current to the most recent month-end and a free prospectus, please call 888.200.4710 or visit www.fbrfunds.com. Investment return and principal will fluctuate so that investors’ shares, when redeemed, may be worth more or less than their original costs. Please read the prospectus carefully before investing. The FBR Funds are distributed by FBR Investment Services, Inc., member NASD/SIPC.
Asset Management Leads
- Edward M. Wheeler
President and Chief Operating Officer of FBR Investment Management, Inc. (FBRIM) and Head of FBR Asset Management Holdings, Inc. - David H. Ellison
President, FBR Fund Advisers; President and Chief Investment Officer of The FBR Funds - Russell M. Parker
Chief Marketing and Distribution Officer of FBR Investment Management, Inc.
