Balanced Strategy

Our Balanced offerings consists of an allocation to Fixed Income and to one or both of our Equity strategies.  Typical allocations include 60/40, 50/50, etc.  The Fixed Income portion is used to reduce volatility and increase the diversification benefits of the overall portfolio compared to a portfolio comprised solely of equities.  Also, tax-free, generally AMT exempt income from our municipal bond strategy affords investors additional tax benefits.

We welcome you to contact us to discuss how our unique and proprietary approach to investment management can benefit your portfolio.

Contact Info

Fairbanks Capital Management, Inc.
Post Office Box 9676
Rancho Santa Fe, California 92067