Investment Management
Fairview Financial’s approach to investment management is designed to help clients pursue their financial goals in today’s highly sophisticated global markets. We rely on clearly defined strategies and a consistent process to guide decisions, blending complementary strategies and factors to diversify beyond any single style and seek smoother returns over time. By evaluating a wide range of strategies and the firms behind them, Fairview builds portfolios that are both prudent and cost-effective, calibrating strategy exposure to align overall risk with each client’s unique situation and tolerance.
Behind the Scenes: Our Approach
ALWAYS IN YOUR BEST INTEREST
DISCIPLINED
LONG-TERM STRATEGY
A defined investment process grounded in research and common sense helps avoid reliance on luck or intuition, fostering consistency in decision-making.
EFFICIENT, PRUDENT SELECTION
Fairview evaluates a broad range of strategies and providers, striving to include the most prudent and cost-effective options suited to each client’s portfolio.
BLENDED, DIVERSIFIED APPROACH
Portfolios are built using a mix of multiple investment strategies and factors to balance the strengths and weaknesses of different styles and seek more stable long-term returns.
RISK-ALIGNED ALLOCATIONS
Understanding clients’ risk tolerances is critical; strategy exposures are weighted to align overall risk with individual goals, recognizing the relationship between risk and return.
Taxes and Estate Planning
Our well established position in Charlotte, NC has allowed us to build lasting relationships with local CPAs, Estate Planning Attorneys and Family Law practitioners.
Guiding our clients towards the right professional in these areas and coordinating ongoing efforts regarding tax and legal matters is part of our service - and again is included in our basic asset-based fee.
