"Our goal is to deliver superior long-term risk-adjusted returns through differing economic and
market cycles, while always focusing on the preservation of our clients' capital." |
SEPERATELY MANAGED PORTFOLIOS
We combine our investment expertise with a high level of personalized service. Each client’s portfolio is structured according to their specific objectives and constraints, with the underlying aim of maximizing the total rate of return of the portfolio over a complete business cycle and appropriate regard to safety of capital.
We are currently open to new clients with investable assets in excess of $2 million. |
FAIRBANK POOLED VALUE FUND
The Fairbank Pooled Value Fund seeks to achieve long-term capital appreciation by investing in a diversified portfolio of equity securities. We use our time-tested, value-oriented investment philosophy to find high quality companies trading at attractive valuations. The pool is open to accredited investors only, through personal referrals from clients or staff. Suitable investors are able to make a commitment in excess of $250,000.
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