At Fabian Capital Management we work closely together as both a family business and strong investment management team.
We pride ourselves on always being on the forefront of market innovation and as third-generation money managers we have continued to refine our investment process to give our clients the best opportunity to reach their goals.
When we started our firm we set out to do three things:
- Lower our fees to increase your total return.
- Provide you with a true system of active management and investment discipline you can trust.
- Provide you with a world-class level of service and knowledge to build long-term relationships.
It may sound like a cliché, but at our firm we are focused on putting the needs of clients first. We achieve this by always staying in close contact with each household in order to develop a personal level of communication and service. As a smaller company, we are able to develop deep relationships with our clients so that they are in touch with their money and our strategy at all times.
In addition, we spend more of our time researching the investment landscape and planning our next portfolio move than we do trying to find our next client. At Fabian Capital Management, marketing comes secondary to the success of our portfolios. We feel that as an investor you are paying us to deliver results and that is what we are focused on providing each and every day.
Lastly, we feel that you should not have to overpay for mediocre investment returns. Our only compensation comes from our management fee and we are not beholden to any single investment, commission, or strategy that puts ours interest ahead of yours. As a fee-only adviser our number one goal is to see your accounts grow.
At Fabian Capital Management we are focused on managing risks to grow your capital, getting results to secure your future.
To learn more about our firm please check out Our Team or Contact Us for more information.
David Fabian
Managing Partner and Chief Operations Officer
David FabianAfter graduating cum laude from Pepperdine University with a degree in Business Administration in 2004, David worked for two years in finance for NWP Services Corporation prior to co-founding FWS. In 2007, David became Vice President of Operations at FWS and held that role until March 2013. David is currently the Chief Operations Officer and Managing Partner of Fabian Capital Management.
David lives in Orange, CA with his wife Laura and their son Hudson. During his time off he enjoys playing with his two dogs, reading, swimming, and traveling with his family.
David’s responsibilities within Fabian Capital Management include: operations management, chief compliance officer, investment research, client communication, and portfolio management. In addition, David actively contributes to the Fabian Capital Management blog, podcasts, and special reports.
He has years of experience implementing actively managed growth and income portfolios using ETFs. He is also a regular contributor on Seeking Alpha, Minyanville, TheStreet, InvestorPlace Media, and NASDAQ.com. David is licensed by the California Department of Insurance (License #0H86066).
David’s contact information: [email protected] or 888-823-8111
Michael Fabian
Managing Partner and Chief Investment Officer
mikeMichael began his career as an investment adviser in 2008 by joining FWS as Director of Client Services. In 2011, Michael was promoted to Vice President of Portfolio Management at FWS, a role which he held until March 2013. Michael is currently the Chief Investment Officer and Managing Partner of Fabian Capital Management.
Michael is the leader of the Fabian Capital Management investment committee, and works closely with clients to ensure they are well informed of his current investment approach. He also meets with every prospective client considering joining FCM to ensure their expectations and investment objectives are well understood, in addition to explaining the intricacies and benefits of working with an investment adviser.
Michael lives in Santa Ana, CA with his wife Nicole and during his time off enjoys cooking, swimming, working on cars, and spending time with family and friends.
Michael’s responsibilities within Fabian Capital Management include: Client communication and contact, investment committee, portfolio management, investment research, and account maintenance. He is also a regular contributor on Seeking Alpha, InvestorPlace Media, and Morningstar.
Michael’s contact information: [email protected] or 888-823-8111
Fabian Capital Management, LLC (FCM) is a privately owned limited liability company headquartered in Irvine, CA. FCM is registered as an investment adviser with the California Department of Corporations.
FCM provides continuous and regular investment supervisory services on a discretionary basis. FCM has the ongoing responsibility to select and make recommendations, based upon the objectives of the client, as to specific securities or other investments that we purchase or sell in client accounts. FCM specializes in managing portfolios using exchange traded funds (ETF) and mutual funds. We also use fixed income assets, closed-end funds, and cash in managing client accounts.
FCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, and individual participants of retirement plans. In addition, we offer advisory services to pension and profit sharing plans and businesses.
Generally, FCM requires clients to maintain a minimum account size of $100,000. We generally combine family accounts to meet the account size minimum. FCM may reduce or waive the account minimum requirements at our discretion.
FCM generally uses diversification in an effort to optimize the risk and potential return of a portfolio. More specifically, we may utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. Each client’s portfolio selection is determined in accordance with the clients’ investment objectives, risk tolerance, and time horizon.
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