Fairview Capital is proud to celebrate more than 25 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 over $1.8 billion for individuals, retirement plans, foundations, and endowments.
We provide a high level of personal service that encompasses both investment management and financial planning. Our research team has built an investment process and track record that has enabled us to attract capital from several of the largest and most sophisticated college endowments in the country.
We use this institutional quality research to serve people such as 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 our ability to tailor specific strategies for asset diversification, income planning, and risk management.
Equally relevant and valuable to our clients is our history of working with estate attorneys, trustees, and accountants to address complex family situations such as retirements, divorces, philanthropic planning, and generational wealth transfers.
We are grateful to our clients for their trust and support over the past two decades.
San Francisco Office
300 Drakes Landing Road, Suite 250
Greenbrae, CA. 94904