FABCO INVESTMENT ADVISORS, LLC

Overview

Fabco Investment Advisors, LLC is an independent registered investment adviser focused on individuals and families, with a practice centered on financial planning and portfolio management for individuals and small businesses. The firm runs a predominantly discretionary advisory book, favoring equity-oriented portfolios while complementing core holdings with fixed income and select alternative strategies. Fee arrangements include percentage-of-AUM billing alongside hourly and Other fee structures, indicating flexibility to serve both comprehensive wealth clients and smaller advisory engagements. Investment activity shows a clear tilt toward liquid, exchange-traded equity exposure as the primary vehicle for implementing client equity allocations. The adviser’s operating model appears to use separately managed accounts and broadly diversified exchange-traded instruments as building blocks, while layering in mutual funds, corporate debt and external alternative managers where the client mandate or risk profile warrants it.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices