Skip to content
See if you're a fit

Investment Management

Your investments should do more than chase returns. They should support your income needs, grow your wealth, and help you leave a lasting legacy. We build portfolios with intention — balancing long-term growth, thoughtful risk management, and alignment with your broader retirement plan.

Get started now
Inv Mgmt-1

Investment Management

Your investments should do more than chase returns. They should support your income needs, grow your wealth, and help you leave a lasting legacy. We build portfolios with intention — balancing long-term growth, thoughtful risk management, and alignment with your broader retirement plan.

Get started now
Inv Mgmt 500

The Planning Process

Assess Your Risk Tolerance and Goals

We start by understanding your timeline, income plan, and tolerance for market fluctuations.

 

 

 

Build a Purpose-Aligned Portfolio

We design an investment strategy that supports your retirement plan, manages volatility, and reflects your personal values and tax considerations.

 

Monitor and Rebalance Over Time

Markets change. So do you. We review your allocation regularly to keep your investments on track with your broader plan.

What sets us apart

At Fairway, investment management isn’t about picking the hottest fund. It’s about aligning your investments with the life you want to live.

We focus on diversification, cost control, tax efficiency, and downside protection—so your money keeps working, even when markets get noisy.

You don’t have to guess what your money is doing. We’ll show you how every investment supports your bigger picture.

Let’s Align Your Investments With Your Plan

You don’t need to outguess the market. You need a smart, steady investment strategy that supports your goals. That’s what we’re here to help you build.

Schedule your investment review

Planning Toolkit

Complimentary tools to help you take the next step toward a confident retirement.

calculator (1)

Replace My Paycheck

Turn your savings into a reliable stream of retirement income.
Know exactly how you’ll pay yourself, even after you stop working.

 
Get my income plan
privacy-protection

SmartShield Analyzer

Take a closer look at how much of your portfolio may be exposed to major market swings. This tool helps you evaluate downside risk and explore safer growth options.

 
Try SmartShield