Cost-Effective, Wealth Management Services
Building Long-Term Relationships
The firm provides on-going planning and active risk management. We are about solutions and process, not one-time product sales.
Independent Advice
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.
Wealth Diversification
The firm’s portfolios aim to have lower correlations with the market so as to mitigate the “fear and greed” market cycle.
Transparency
The firm’s asset management fee structure is easy to understand.
Account Security
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.
Research-Based Approach
Years of diligent research inform our management strategies.
Welcome to Fair Weather Strategies, LLC
The purpose of Fair Weather Strategies is to help safeguard the financial futures of our clients. The firm differentiates itself from the bulk of the financial industry on some key measures:
- Actual client performance is displayed on our website. CLICK HERE for details.
- Fees charged by the firm are transparent, clearly laid out, and easy to access. CLICK HERE for details.
OBJECTIVE, RELATIONSHIP-BASED ADVICE
We deliver solutions rather than just products.
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