Expert, Ethical, Effective Wealth Management
Fairview Capital strives to provide 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.
Firm Overview
Founded in 1995, Fairview Capital manages more than $1.6 billion as of March 31, 2022, 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
AN EXPERIENCED, DIVERSE AND STABLE TEAM
A firm that recruits high quality talent and has little employee turnover.
TAX EFFICIENT INVESTING
A firm that carefully considers tax consequences when making financial decisions.
PERSONALIZED ADVICE
A team of professionals that knows your specific financial situation and will respond promptly to your personal needs and questions.
ACCESS TO THE ENTIRE FAIRVIEW TEAM
A team that leverages different
viewpoints and backgrounds to
provide the best advice.
EXPERT INVESTMENT RESEARCH AND PERSONALIZED PORTFOLIOS
A team of investment analysts
dedicated to researching and selecting securities for you.
COMPLETE TRANSPARENCY
You will know what investments
you own and why, how they are
performing, and what fees you
are paying.
THOUGHTFUL, LONG-TERM FINANCIAL PLANNING
You will understand how various
choices and financial scenarios affect your future financial status.
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
Financial Planning
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.
Investment Management
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.
