Fairway Wealth Management provides investment consulting services to fiduciaries that assist them in meeting the letter and spirit of their obligations to the trusts, foundations, endowments, and pension funds they serve.
After meeting with the fiduciary and appropriate other members of the investment committee, Fairway Wealth Management develops an investment strategy that is responsive to the risk tolerance, financial goals and any restrictions and/or preferences stipulated by the organization. We set forth the investment strategy in a highly detailed Investment Policy Statement that covers asset allocation, investment manager selection, due diligence protocols, oversight/monitoring, and reporting.
After the Investment Policy Statement has been reviewed by the fiduciary, amended as required, and adopted, Fairway Wealth Management undertakes its implementation. As a fee-only, open-architecture firm, we bring our fiduciary clients the best-qualified investment managers and investment vehicles available in the marketplace without risk of any real or perceived conflicts of interest.
Fiduciary clients are provided with written performance reports on a pre-determined periodic basis and, in addition, are contacted as needed with any issues that require attention between reporting periods.