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Asset Management

FBR Capital Markets’ registered investment advisory subsidiaries provide a broad array of specialized investment strategies and innovative solutions across market capitalizations and industry to institutional investors and financial advisors that serve the complex needs of their clients.

Our actively managed core equity investment strategies employ a proprietary balance of quantitative and fundamental research and analysis to assemble portfolios that are designed to outperform their targeted benchmarks. Through strict adherence to a consistent, disciplined and repeatable investment processes, our mission is to deliver exceptional risk-adjusted returns over a full market cycle while building enduring client relationships highlighted by world-class service and guidance.

Regardless of capitalization and industry segment, our portfolio managers are united by the common belief that well-defined and repeatable investment processes grounded in bottom-up independent fundamental research provides the potential to deliver solid and consistent risk-adjusted investment results over time.

This website does not constitute an offer to sell or a solicitation of an offer to buy shares of the FBR Funds to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The FBR Funds are distributed by FBR Investment Services, Inc. Member FINRA / SIPC .

FBR Capital Markets Corporation (NASDAQ: FBCM) provides investment banking, merger and acquisition advisory, institutional brokerage and research services through its subsidiary FBR Capital Markets & Co. FBR Capital Markets Corporation focuses capital and financial expertise on seven industry sectors: consumer; diversified industrials; energy & natural resources; financial institutions; insurance; real estate; and technology, media & telecom. Asset management and private wealth advisory services are provided by FBR Investment Management, Inc., and mutual funds are provided by FBR Fund Advisers, Inc.; both companies are subsidiaries of FBR Capital Markets Corporation. FBR Capital Markets Corporation is headquartered in the Washington, D.C. metropolitan area with offices throughout the United States and in London. For more information, please visit www.fbr.com .


Asset Management Leads
  • Edward M. Wheeler
    President and Chief Operating Officer of FBR Asset Management Holdings, Inc.
  • Russell M. Parker, CIMA
    Senior Managing Director, Chief Marketing & Distribution Officer of FBR Asset Management Holdings, Inc.