As families accumulate wealth, they generally start to build a team of advisors…a CPA to help with taxes, a broker to help with investments, an attorney to draft estate documents, an insurance agent to help with risk management. However, a common problem we see is that none of the advisors have the all-important job of integrating the various technical disciplines, of managing the big picture, and of driving the agenda. We rarely see wealthy families having a CFO of their growing personal wealth business. That’s what we do. As our clients’ advocates and fiduciaries, we help clients capture the benefits of integrated wealth management and coordinate the entire personal financial process.
Our clients appreciate that we understand their objectives, both financial and non-financial. They appreciate our expertise across the entire wealth management spectrum, not just in one discipline. They appreciate the reliability of us as their central point of contact. They appreciate that while their situation may be complicated, we make things simple for them to live with. These factors create a feeling of confidence that their goals are secure; their decisions are sound; they are good stewards of their wealth; and, if contingencies do occur, that we will keep their plans on track.
In summary, our job is to do the things you would do yourself, if you had the time, experience, and desire to make the management of your wealth a full-time job.
Who We Are
Fairway is an independent SEC-registered investment advisory firm founded in 2002.
We are required to act in the best interests of our clients, always.
We work within a transparent and constructive fee-structure, focused on controlling overall costs.
Our approach selects managers, custodians and affiliated advisors based on the best fit for each client.
And the Oscar for best bank drama this weekend goes to…
Silicon Valley Bank In an effort to prevent the default of Everything Everywhere All at Once, Federal regulators stepped in to cover depositors who held cash over the $250,000 FDIC insurance cap at Silicon Valley Bank (SVB). Regulators also shut down Signature Bank in New York City. Both banks had [...]
Don’t Chase Two Rabbits at the Same Time
By: Matt Garrott One month into the New Year and one of our core investment beliefs was confirmed: Nobody can predict the markets. The Bloomberg US Aggregate Bond Index gained 3.1% and the S&P 500 rose 6.3%. The NASDAQ, which lost 32.4% last year, was up 10.7% on [...]
What You Need to Know: SECURE Act 2.0
By: Dan Shomper The SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 was signed into law on December 29th 2022, almost exactly 3 years after the original SECURE Act was passed. While the SECURE acronym could have used some more work (my opinion), legislators did work [...]
Market Commentary 12/31/2022
By: Matt Garrott What Happened in 2022 Coming off the back of a 28.7% return in 2021, Wall Street pros predicted the S&P 500 would have a strong 2022, ending the year between 4400 and 5300. Instead, markets were walloped across the board as the global economy adjusted [...]