- Why F.W.S?
- Firm Principles
The firm values its independence from Wall Street. As a fiduciary, the firm is legally bound to avoid conflict and of interest and to put the client’s interests first.
The firm provides on-going planning and active risk management. Fair Weather Strategies is about solutions and process, not one-time product sales.
The firm’s asset management fee structure is easy to understand.
The firm’s portfolios aim to have lower correlations with the market so your employment or business income don’t move in lockstep with your liquid assets.
Whether you are building your retirement portfolio over time, or preparing for a large liquidity event, Fair Weather Strategies can help you objectively evaluate your options.
Fair Weather Strategies will 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.