A complete list of active advisors currently associated with Fairway Asset Management, Inc.
Warmer can help you find a great advisor at Fairway Asset Management, Inc. or one who fits your needs even better.
Fairway Asset Management serves individual and high-net-worth clients, as well as pension/profit-sharing plans and business entities, providing discretionary asset management along with financial planning, consulting, and educational workshops. The firm offers written financial plans and consultations that address areas such as retirement, estate, tax planning, and business or real estate analysis. The firm emphasizes continuous account supervision and individualized portfolios tailored to client goals and risk tolerance, using a mix of individual securities, mutual funds, ETFs and cash management vehicles. In some separately managed accounts it may use derivatives and options strategies, short sales, and borrowing/margin as part of its investment implementation. Noteworthy distinctions include an affiliation with an insurance agency and the adviser’s role as a licensed insurance agent who may offer commissionable non-variable insurance products (insurance sales represent about 5% of the adviser’s time), and the firm’s explicit use of educational seminars and workshops as part of client service. The firm also lists specialized consulting services such as cost segregation studies and corporate-structure analysis that may appeal to business and real-estate owners.
To learn more about the advisors currently working at Fairway Asset Management, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
San Ramon, CA
| 24
|
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