Fairview Capital is proud to celebrate 20 years as an independent registered investment advisor headquartered in Marin County. Over the past two decades we have steadily grown through the trust and referrals from our clients. We currently oversee $1.5 billion for individuals, retirement plans, foundations, and endowments.
We provide a high level of customized service that encompasses both investment management and financial planning. We have an investment process and track record that has attracted capital from several of the largest and most sophisticated college endowments in the country.
Amongst our clients are business owners and corporate executives, as well as highly successful professionals in fields such as law, medicine, and academia. These clients trust our experience, and appreciate our ability to tailor specific strategies for asset diversification, income planning, and risk management.
Our clients value and appreciate our ability to work with estate attorneys, trustees, and accountants in addressing complex family situations such as retirements, divorces, philanthropic planning, and generational wealth transfers.
We are grateful to our clients for their ongoing trust and support. To learn more, please visit our website www.fairviewcap.com or contact us directly at 415-464-4640 and ask to speak with Brian Ahlemeyer or Jayme Allen.