A complete list of active advisors currently associated with Farview Management, LLC

Warmer can help you find a great advisor at Farview Management, LLC or one who fits your needs even better.

Farview Management is a small, independent registered investment adviser that provides discretionary portfolio management and model-portfolio services to individual clients, including both retail and higher‑net‑worth/qualified investors. The firm manages a modest asset base for a limited number of clients and also offers non‑discretionary advice when requested. The firm's investment approach is bottom‑up and value oriented, centered on a concentrated, long‑term growth model that typically holds a small number of individual equities and may maintain meaningful cash positions as part of its process. It uses fundamental analysis supplemented by other techniques and may employ a range of instruments — including equities, fixed income, ETFs, options, and short positions — depending on client objectives and account permissions. What is notable relative to peers is that the firm makes a performance‑based fee arrangement available for participation in its concentrated model, but restricts that model to qualified/accredited clients and executes policies intended to address conflicts created by side‑by‑side management. The combination of a very small, boutique practice with a concentrated strategy and selective performance fee arrangements is less common among independent advisers of this size.

To learn more about the advisors currently working at Farview Management, LLC, 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.