A complete list of active advisors currently associated with Faire Capital Group

Warmer can help you find a great advisor at Faire Capital Group or one who fits your needs even better.

Faire Capital Group is a state-registered independent investment adviser that provides discretionary and non‑discretionary investment management and complementary financial planning services to individuals, high‑net‑worth clients, retirement plans, trusts, estates, charitable organizations, churches and corporations. The firm also offers access to pooled investment vehicles and private fund investments for qualified investors, in addition to managing individual client accounts. The firm builds customized portfolios using exchange‑traded funds, mutual funds and, where appropriate, individual stocks and bonds, and applies fundamental analysis, modern portfolio theory and cyclical analysis with periodic rebalancing. While individual accounts are managed with typical percentage‑of‑AUM arrangements, the pooled vehicles are managed as separate, pooled investment structures that limit customization for amounts invested in those funds. Noteworthy for a firm of this size, Faire Capital sponsors and manages private partnerships and pooled vehicles and maintains an affiliation with another registered adviser that also manages a private partnership, and it charges performance‑based compensation for qualified fund investors — arrangements the brochure identifies as potential conflicts of interest and describes steps taken to address. The brochure also discloses a regulatory consent order involving an affiliated adviser, which prospective clients may wish to review when evaluating the firm.

To learn more about the advisors currently working at Faire Capital Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.