December 6, 2016   Post-Election Tax Strategies The Investment View from Prescott, Arizona During the election, Donald Trump railed against [...]
November 8, 2016   The Irony of Tax Efficient Funds The Investment View from Prescott, Arizona This is capital gains season for mutual [...]
October 4, 2016   The Top 10 Reasons Investors Need Active Management The Investment View from Prescott, Arizona A few years ago my friend [...]
September 6, 2016   The Government and Your Investments The ever-increasing governmental interference with free markets reminds me of the [...]
August 2, 2016   Bond ETFs, More Wall Street Snake Oil The ability of individual investors to cost effectively buy individual bonds has been [...]
July 5, 2016   The Election and the Markets One of the most common questions I get these days is, “what effect the election will have on [...]
The Next Investment Bubble to Burst? The world's largest and most powerful fixed-income managers are starting to take sides regarding the risk of [...]
Money Matters Newsletter: May 3, 2016 Seven Reasons Why US Recession Risks Are Fading The Investment View from Prescott, Arizona Last year I [...]

The Edge We Can Provide . . .

happy_coupleOver the years we have found that the secret to successful investing is to have more money in investments that are going up and less money in investments that are going down.

This is a simple yet powerful concept! At Hepburn Capital Management, LLC, we systematically move our clients into investments that are showing superior performance. To protect the value of your portfolio, we also move funds out of those investments that are showing weakness. Although the concept is simple, it is not easy. Our sophisticated investment management system is what gives our clients a significant edge over buy and hold investing.






Our Strategies Adapt to Changing Markets®

Respecting your comfort (or lack of comfort) with risk, our advisers will help you select the Adaptive Market Strategy® designed to provide the easiest path to your financial goals.consultation

Once these core decisions are made, the managers of HCM’s various Adaptive Market Strategies® take over the management of your account, and begin to make investment selections with the results you want as our guideline.


We will watch the financial markets for you—so you no longer have to worry about them. And, when the financial markets change we take the responsibility to change your investments because HCM’s strategies are specially designed to Adapt to Changing Markets®.



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