Growth Strategies

Risk management is the key to safely growing your assets

At Fabian Wealth Strategies, we take the concept of keeping your money safe at all times very seriously. Our firm specializes in helping clients preserve their investment capital while also looking for growth opportunities when they present themselves.

The Steady Growth Portfolio can best be described as an approach to investing that uses a proven trend-following methodology developed over three decades ago, and that continues to be refined to this day.

The dominant concept used in the Steady Growth Portfolio is to move money in and out of a combination of asset classes which we feel will offer our clients the best investment reward, while taking on a moderate amount of risk given the current market conditions.

Asset classes such as broad-based domestic or international equities, market sectors (such as healthcare or technology), and commodities are used only when conditions indicate a rising stock market. Conversely, we move money out of these respective areas and into cash, bonds, or bear market funds as soon as we believe conditions have become unfavorable.

At Fabian Wealth Strategies, we take advantage of these various asset classes by using a combination of exchange-traded funds (ETFs), mutual funds, and closed-end funds to forge our portfolios. We hand pick each individual position and size it correctly so that each investment offers our clients favorable upside potential while keeping the portfolio diversified and liquid.

The ETFs we use offer very low expense ratios, and are objectively managed, which means we know what each fund owns at any moment. Because ETFs are traded on an exchange just like stocks, they are the ultimate in flexible investment instruments. This flexibility is important, because in some cases our strategy requires the ability to move in and out of particular area of the market as soon as we think conditions warrant a change in our asset allocation.

For those investors who seek a higher level of risk we also offer our Aggressive Growth Portfolio which uses a more active trading strategy. The primary objective of this portfolio is to select sectors of the market that we believe are undervalued and may represent excellent short-term trading opportunities. Conversely, we may also look to use inverse ETFs to "short" areas of the market that we feel are overvalued.

In addition this portfolio may at times use leveraged ETFs to increase exposure to both broad indices and special sectors that we want to overweight. Investors should note that the Aggressive Growth portfolio does have a higher level of volatility than our Steady Growth portfolio and does require acknowledging appropriate suitability. It should only be used with a portion of your total assets.

The following are our annual fee schedules that are also broken down monthly:

Steady Growth Portfolio
Assets Managed Annual Monthly
$250,000 - $749,999 2.00% .167%
$750,000 - $1,499,999 1.50% .125%
$1,500,000 - $2,999,999 1.25% .104%
$3,000,000+ negotiable
Aggressive Growth Portfolio
$100,000 - $749,999 3.00% .25%
$750,000 - $1,499,999 2.50% .208%
$1,500,000+ negotiable

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