Biographical Sketch

Will Hepburn is the President and Chief Investment Officer of Hepburn Capital Management, LLC, an SEC Registered Investment Advisor in Prescott, Arizona. He specializes in developing, implementing and teaching innovative investment strategies that Adapt to Changing Markets^®.

Will began helping clients make smart decisions with their money in 1977. He practiced as a Certified Financial Planner from 1994-2006, and currently focuses exclusively on investment management.

His academic record includes a major in business and economics at Ottawa University where he studied under Dr. Wayne Angell, a former Federal Reserve Board Governor. Will graduated first in his class at the Institute of Computer Technology in Chicago. He has also completed a number of post-graduate level courses with the College for Financial Planning in Denver.

Will is also a college instructor. He has taught classes on investments and estate planning at Yavapai College in Prescott, AZ since 1990. His articles on financial topics have been published nationally and his ideas have been included in best selling books such as Rich Dad, Poor Dad, by Robert Kiyosaki and leading investment newsletters such as Dow Theory Letters and John Mauldin’s Thoughts from the Front Line. In addition, he frequently gives expert interviews to national media, including InvestmentNews, Kiplingers, Forbes, Fortune, CNNMoney and The Wall Street Journal. Will is currently Chairman of the Board of the National Association of Active Investment Managers (NAAIM).

Among his many community activities, Will is a member of the Industrial Development Authority for the City of Prescott, served on the board of the Yavapai County Community Foundation, established the endowment fund at the Lloyd Rowe Adult Center in Prescott, and is past president of his church board. Will lives in Prescott, Arizona with his wife Cathleen and son Matthew.

From Will's proud staff:

Will would never tell you himself, so we are making an executive support decision to let you know!

Yvette, Sheri, Laurel

One of Will's writings about NAAIM says:

NAAIM, founded in 1989, is a professional organization of about 200 firms including Mutual Fund and Hedge Fund managers along with independent Registered Investment Advisers such as Hepburn Capital who collectively manage over $17 billion.

A common belief unites the NAAIM members, and it is that buy and hold only works half of the time.

NAAIM is a hot bed of innovation in investment management, they have been referred to as the Thomas Edison's of the industry. But greater returns are not the only goal. Consistency of returns are sought through risk management.

Active management - systems showing when to sell - can provide a defensive component missing from many traditionally managed portfolios.

A NAAIM member since 1999, Will Hepburn has learned than the easiest, safest way to make money in the markets is to have more money in investments that are going up, and less in investments that are going down. He developed his trademarked system of Adaptive Market Strategies^® to do just that for his clients.

The Biggest Story in Investing is Happening in Prescott, AZ

		Will Hepburn is the President and founder of Hepburn Capital Management. His career helping investors with financial decisions spans 4 decades. Over the years Will has developed several innovative investment strategies that Adapt to Changing Markets®.
		Laurel Taylor brings a wealth of computer systems and operations experience to her position of Office Manager. Her background managing foster children programs provides our customers with a very personal level of customer service while her technical expertise keeps the information systems running smoothly.
		Yvette Romero is a bright, highly efficient young woman who has a smile that lights up the room and a great attention to detail. Yvette is our operations manager in charge of paperwork, file administration, bookkeeping and helps with regulatory oversight.
	Sheri	Sheri Congdon is a wonderful, always-upbeat woman. Sheri has many gifts, including a welcoming style with people and organizational genius. She runs our front office, creates and sends our newsletters, and is the first point of contact for many calls.

In all investing, past performance cannot assure future results, and as such, our efforts are not guaranteed. Losses can occur. All strategies offered by Hepburn Capital Management, LLC, adapt to changes in the markets by changing the investments they hold. Therefore, comparisons to broad stock market indexes such as the unmanaged indexes mentioned on this site may not be appropriate. Sometimes client accounts are invested in stocks or markets not included in these indexes. Investments made are not insured by the FDIC and involve investment risk, including possible loss of principal. Advisory services offered through Hepburn Capital Management, LLC, a Registered Investment Adviser. Adviser will not transact business unless properly registered and licensed in the potential client's state of residence.