Fairview Capital Investment Management
About the Business
Fairview Capital Investment Management is a finance institution located at 103 Brilliant Avenue in Pittsburgh, Pennsylvania, United States. Founded in 1995, Fairview Capital manages over $1.6 billion in assets for individuals, families, trusts, and institutional investors. The firm prides itself on developing deep, trusting relationships with clients by offering tailored financial plans, a consistent investment process, and dedicated service. Fairview Capital is known for its exceptional client retention rate, as well as its high level of client service, quality talent recruitment, and careful consideration of tax consequences in financial decisions.
The team at Fairview Capital provides expert investment research and personalized portfolios, ensuring clients understand their investments, performance, and fees. Advisors work closely with multiple generations of client families, offering guidance on various financial decisions such as tax strategies, real estate, insurance, estate plans, retirement plans, education funding, and charitable giving. The firm's values of disciplined decision-making, deep knowledge, and rigorous investment research inform their long-term investment horizon for tax efficiency and optimal client outcomes.
Fairview Capital boasts an in-house, highly-experienced investment research team that focuses on owning a portfolio of top-quality businesses for clients. The team, led by the Director of Research, follows a rigorous and disciplined process to actively monitor portfolio holdings and make sound investment decisions. With offices in Pittsburgh and the San Francisco Bay Area, Fairview Capital is committed to providing exceptional financial advisory services while complying with applicable laws and regulations.
Location & Phone number
103 Brilliant Ave # A, Pittsburgh, PA 15215, United States
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