- Why Us?
- Our Principles
- Contact Us
We value our independence from Wall St. As fiduciaries, we are legally bound to avoid conflict of interest and to put the client's interests first.
We provide ongoing planning and active risk management. We are about solutions and process, not one-time product sales or transactions.
Our fee structure is easy to understand and none of our revenue comes from commissions.
Our portfolios aim to have lower correlations with the market and the economy so your business wealth and liquid wealth don't move in lockstep.
Whether you are building your retirement portfolio over time, or preparing for a large liquidity event, we help you objectively evaluate your options.
We never take custody of client assets. All accounts are held in the client's name only at some of the country's largest financial institutions.
The purpose of Fair Weather Strategies, LLC is to help safeguard the financial futures of individuals, business owners, entrepreneurs and their families.
The firm differentiates itself from the bulk of the financial industry on two key measures:
As an independent financial advisor, the firm provides objective, relationship-based rather than transactional advice and delivers solutions rather than just products. Registered investment advisors are required by law to act as fiduciaries. This means putting the client's interests first in all matters - a responsibility the firm takes very seriously.
Please note that investing includes risk including the loss of principal.