Fairview Capital Investment Management

Fairview Capital Investment Management is an 8-employee, employee-owned investment management firm based in Kentfield, California. Founded in 1995, the company manages over $1.3 billion in assets for a variety of clients. Fairview Capital provides personalized wealth management services and professional investment advisory expertise. They work with individuals, families, trusts, and institutional investors, offering tailored financial plans and a consistent investment process. The firm requires a minimum investment of $2 million from clients, which may encompass assets from multiple family members. The company prides itself on developing strong relationships with clients, acting as a coordinator with other professionals such as estate attorneys, accountants, and philanthropic advisors. Fairview Capital's commitment to client service is demonstrated by their focus on referrals and their decision to allocate resources towards client service rather than sales. Clients can contact Fairview Capital Investment Management via their website at fairviewcap.com.