Main Menu Personalized Asset Allocation Your Portfolio Is Unique to Your Financial Goals and Timeline. Fairview Capital’s financial planning process informs our asset allocation decisions. Understanding your goals and timeline gives us confidence in recommending the right mix of equities, fixed income, alternative investments, and cash. Our online tools are available through your client portal so that you have ready access to your accounts and always know exactly where you stand. We are tax-sensitive from the moment we start to manage your accounts We start our relationship with you by analyzing your existing holdings. We always take tax implications into account whenever making purchase, sale, and rebalancing decisions. Advice on external holdings If you come to us with investments that we won’t be managing for you, such as real estate or a large single stock holding, we will advise you on how to best handle those assets without a charge. We will also consider them in our financial planning and strategy. Regular reviews and consistent monitoring We consistently review your portfolio as a team and adjust as needed. We enjoy meeting face-to-face with you to discuss any significant life changes but also use videoconference technology, phone communication, and email as needed. Account access and communication If you have questions or concerns outside of our meetings, we are always just a phone call or email away. In addition, by using our online tools available through your client portal, you have ready access to your accounts and always know exactly where you stand. We often travel to meet clients in their homes or places of business. OFFICES: San Francisco Bay Area Office 300 Drakes Landing Road, Suite 250 Greenbrae, CA 94904 (415) 464-4640 Pittsburgh Office 103 Brilliant Avenue, Suite A Pittsburgh, PA 15215 (412) 963-9160 Client Logins Contact Us Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law. Terms of Use and Conditions | Privacy Policy | Cookie Policy | Form CRS | Form ADV © 2021 Fairview Capital Investment Management, LLC We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Do not sell my personal information. Cookie Settings ACCEPT