Expert, Ethical, Effective Wealth Management
Fairview Capital provides the highest level of personalized wealth management services and professional investment advisory expertise. Our holistic advice, disciplined investment process, and business decisions are guided by our clients’ best interests and unique needs. We serve all of our constituencies—clients, employees and community—with integrity and fairness.
Founded in 1995, Fairview Capital manages more than $1 billion in assets for individuals, families, trusts and institutional investors. Our goal is to develop deep, trusting relationships with our clients. By combining a tailored financial plan, consistent investment process, and dedicated service, we have enjoyed an exceptional client retention rate since the firm was founded.
The Fairview Difference
We Serve the Entire Family
We are committed to working with multiple members of client families, enabling broader decision-making and smooth transitions across generations. Whether discussing how to invest an inheritance, analyzing tax strategies, or advising on real estate decisions, we act as your financial advisor, educator and trusted partner.
Comprehensive Wealth Management
Discussing your needs and goals in detail helps us know what matters most to you and enables us to plan more effectively. We start by asking a lot of questions and gathering information. We look at your assets, liabilities, income, expenses and cash flow to ensure we understand your full financial picture.
We can also provide guidance on insurance, account titling, estate plans, retirement plans, education funding and charitable giving as needed.
Fairview’s values of disciplined decision-making, deep knowledge, and rigorous investment research inform our decisions. Our long-term investment horizon allows for tax efficiency so client assets can grow with fewer interruptions over time.
Fairview Investment Philosophy
Fairview’s values of disciplined decision-making, deep knowledge, and rigorous in-house investment research inform our decisions. Our long-term investment horizon allows for tax efficiency so client assets can grow with fewer interruptions over time. We also know that careful attention to fees and taxes is critical for us to optimize client outcomes.
Fairview Investment Research Process
Fairview Capital has an in-house, highly-experienced investment research team. The team’s expertise enables clients to own a portfolio of highly researched, top-quality businesses that should grow in value over time.
The investment research team is dedicated to a rigorous and disciplined process. Headed by the Director of Research, our accomplished team of in-house analysts focuses on actively monitoring portfolio holdings and making sound investment decisions for clients.
In general, the research process follows a loop, illustrated at right.