Farview Management, LLC

Farview Management, LLC provides discretionary portfolio management and company‑sponsored retirement plan consulting to individuals (including high‑net‑worth) and corporate clients. The firm is a small independent adviser managing approximately $6.24 million for about 20 clients and offers both individual account management and 401(k) plan advisory services.

The firm uses a bottom‑up, fundamental investment process that treats stocks as ownership interests and operates a concentrated long‑term growth model portfolio (typically 5–15 holdings) with a patient time horizon and occasional significant cash allocations. Supplemental techniques disclosed in the brochure include technical analysis and, where appropriate, short‑term trades, short sales and option writing; model portfolios are managed on a discretionary basis and clients in a model generally may not restrict specific holdings within that model.

Noteworthy aspects include a recent amendment to the brochure that removed a previously disclosed performance‑based fee option while adding and formalizing retirement plan consulting (acting as a 3(21) adviser and incorporating a third‑party 3(38) manager), with an onboarding charge for plan engagements. The firm’s principal holds the CFA charter, and the combination of a boutique, concentrated equity strategy alongside institutional‑style 401(k) consulting is an uncommon pairing among similarly sized independent advisers.