Services

Separate Accounts

Fair Weather Strategies offers separate accounts to its clients.

Investments in accounts are selected to provide broad-based diversification across conventional asset classes. These portfolios are typically invested in either large, liquid and low-cost exchange-traded funds.

Alternatively, the firm may offer a sector-specific strategy, such as large-cap or small-cap US stocks, using direct investments in individual stocks as the investment vehicle.

Non-tax qualified accounts are monitored for tax-efficiency, with the goals of taking advantage of short-term capital losses and long-term capital gains.

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