Firm Principles

Value To Clients

Fair Weather Strategies is committed to providing value to investors. In terms of the firm’s separately managed accounts, the aim is to select fund vehicles that on average, have low expense ratios. Alternatively, the firm will allocate some client portfolios directly to individual securities, so as to avoid incurring fund expense ratios.

Because the firm dislikes the idea of paying high fees for each trade, the firm prefers that separately managed account clients maintain their accounts with well-known, reputable brokers that offer relatively low-cost trading commissions.