A Forward Thinking Investment Approach

At Fairbridge Capital Management, we consider fixed rules on portfolios to be a thing of the past. Buying and holding certain investment allocations through full market cycles, or rebalancing a portfolio based on a specified time interval has been the industry standard, but we think clients should expect more from their investment managers.

What's Your Risk Number?

It all starts with the Risk Number, a quantitative way to pinpoint how much risk youre comfortable with, how much risk you need to take to reach your goals, and how much risk you currently have in your portfolio. Rather than using the old way of stereotyping investors by age, we use a fresh new approach, considering each clients unique situation, combined with sophisticated technology.