Services

• Professionally Allocated Global Equity Portfolio Management (U.S. and
international stocks)
• Client-customized Global Equity Portfolio Management using the investor’s
preferences for global diversification
• International Equity Portfolio Management (international stocks only)
• Balanced Account Portfolio Management using equities (stocks) and fixed
income (bonds)

Fees

• We are a fee-based investment firm
• We charge a simple 1% fee based on all assets under management
• For all above services, the preferred minimum initial account is $1 million

French Broad Global Investors

•  9 Pack Square S.W., Suite 302, Asheville, NC 28801 •  ph: 828.255.5458  •  djacobs@fbginvestors.com