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Fairview Capital Investment Management, LLC
Wealth Management
Founded in 1995, Fairview Capital provides personalized wealth management services and professional investment advisory expertise. The firm manages over $1.6 billion in assets for individuals, families, trusts, and institutional investors and is 100% employee-owned.
Overview and Management
Establishment Year
1995
Mission
Our mission is to build deep, trusting relationships with our clients by offering tailored financial plans, a consistent investment process, and dedicated service.
Values
Transparency, fiduciary duty, personalized service, long-term financial planning, and tax-efficient investing.
Investment Roles
Direct Investor
Participant Demographics
Serving individuals, families, trusts, and institutional investors, typically requiring a minimum of $2 million to invest.
Generational Wealth Planning
Focused on serving multiple family members to facilitate decision-making and smooth generational transitions.
Risk Tolerance
Focus on long-term investment horizons while educating clients about market volatility and permanent capital loss risks.
References or Case Studies
Team Experience
Experienced team with low turnover, offering continuity and personalized service.
Notable Achievements
Exceptional client retention rate since inception.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC Registered
Compliance History
fvc@fairviewcap.com
Phone Number
415-464-4640
Address
Greenbrae United States