Choosing an adviser for the Personal CFO role can be difficult because the world is crowded with sales professionals posing as “financial advisers”. Here’s what makes us different.
- Expertise: Most importantly, we have the requisite technical skills, professional license holders (CPA, CPA/PFS, CFP, CIMA), and on-point experience to be able to do this work. And, we have the intelligence and interpersonal skills to effectively apply those assets to the specific needs of private clients like you. We come from the problem-solving world of professional services; not brokerages or banks where expertise is a lower priority behind prospecting, selling, and story-telling.
- Point of View: As an SEC-registered investment adviser, we owe you a fiduciary duty. That means your best interests must be given top priority and conflicts of interest must be disclosed. That’s what you should expect. But not every adviser is held to that high a standard. Brokers are held to a lower legal threshold called suitability. Our point of view will be aligned with yours.
- Reliable Value: Our expertise, fiduciary duty, and professional licensing standards demand a different value proposition than what you see from brokers, banks, and money managers. We don’t guess about the near-term future of the stock market, interest rates, or geopolitics. Instead, we focus on translating our expertise and point of view into actionable advice to help you have an improved sense of control and reliability in your financial affairs.
- Chemistry: Granted, this is always in the eye of the beholder. We aim to be an adviser that you can invite into your family circle, fully trust, and truly enjoy. Fairway’s personality and people might be just right for you; a firm big enough to have depth and continuity, while small enough to be highly accountable to your needs.