Innovative

At Fabian Wealth Strategies we believe that innovation is at the forefront of our client's success. We break from traditional asset management and financial planning firms in three distinct ways. The first in is the investment philosophy we follow. The world of investing has changed significantly in the past ten years.

Our approach is quite different. We believe that risk must be managed, that large losses are unacceptable and that portfolios and asset allocation must change with the world around us. Our trend following approach is time tested, our asset allocation is tailored to the macro-economic environment and our client's positions have a strictly monitored sell discipline.

Second, we use only low-fee investment vehicles. Exchange traded funds (ETF's) make up the majority of our investment positions. These products are the fastest growing investment tools on Wall Street for good reason. They are cost effective, liquid and transparent. When we buy ETF's we know exactly what stocks or underlying instruments we are buying. ETFs currently number more than 700 choices that enable us to build portfolios for Bull or Bear markets and to customize our client's assets to the investment themes that are in play today. In addition, we also understand the need some clients have for monthly income. To create higher yielding income streams we use unit investment trusts, closed end funds and dividend ETF's that generate tax advantaged cash flow.

Innovation is at the core of our capabilities and we remain committed to serving our clients in an ever-changing world of risk and opportunity.

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