Fairview Capital Investment Management, LLC
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.
1995
Employee-owned
Focus on long-term investment horizons while educating clients about market volatility and permanent capital loss risks.
Greenbrae, Ca, United States
About
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.
Participant Demographics
Serving individuals, families, trusts, and institutional investors, typically requiring a minimum of $2 million to invest.
Track Record
Team Experience
Experienced team with low turnover, offering continuity and personalized service.
Notable Achievements
Exceptional client retention rate since inception.
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Greenbrae, Ca, United States
Legal & Compliance
SEC Registered
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