Adaptive Balance Portfolios

Investment Objective

We strive to provide high total return from a combination of investments in both the equity and income markets with an emphasis on the income markets.

How We Do It

Our proprietary Stock Market Exposure Indicator is used to determine a stock market exposure that adapts to both strength and weakness in the market, directing exposure to the HCM Long/Short Equity strategy ranging from 0% to a maximum of 50% of account value.  The balance, 50 % to 100% of account value, is invested in the Flexible Income Strategy.  The HCM Safety Net indicator is designed to warn of sudden potential declines in which case stock market exposure is quickly reduced.

Client Protection and Investment Discretion

All accounts are held at a Qualified Custodian, providing SIPC protection for all accounts.  Hepburn Capital does not hold client moneys.   Accounts are managed on a discretionary basis with notification of account activity provided in monthly statements prepared by an independent custodian.


If you want to pursue a modest rate of growth but with more consistent returns and a lower surprise factor than is available through normal stock market investments, the Adaptive Balance® strategy may be for you.


The Adaptive Balance® strategy as described is designed for accounts over $250,000.  Minimum fee is $1500 per quarter.


Adaptive Balance Portfolio Details

pdfClick here to download a PDF.