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INVESTMENT PHILOSOPHY
Fairway Asset Management is a Registered Investment Advisor. Our sole purpose is to meet the financial
needs of the individuals, families and institutions that we serve through customized investment solutions and
highly personalized service.
Fairway Asset Management has the capability to separately manage fixed income, equity or balanced
portfolios for the benefit of its clients. Fairway utilizes individual equities and fixed income securities in their
portfolios. The securities are strategically selected to achieve the goals of each individual, family or institution.
Funds are custodied at Smith Barney, Charles Schwab or at a client’s approved financial institution. Clients
have full disclosure, transparency and access to their assets.
Fairway believes that successful money management requires a clear understanding of changing economic
conditions and the relative impact on investment results. Our economic insights are coupled with the
discipline of asset allocation, strong stock selection skills and a timely sell discipline. We utilize individual
securities in portfolios to achieve portfolio goals.
ECONOMIC TOP-DOWN APPROACH
Fairway incorporates a top-down discipline and a fundamental approach to money management. This
approach begins with a macroeconomic analysis that emphasizes the U.S. domestic outlook, political
environment, and international events that may impact economic trends. Our analysis acts as the basis of
our investment process. This analysis and economic forecast helps us determine:
• Asset allocation
• Equity representation in the sector and industry
• Fixed-income quality and maturity
Disclosure Brochure (ADV Part II)
For Regulatory Information – Click Here
Fairway Asset Management is a Registered Investment Advisor. Our sole purpose is to meet the financial
needs of the individuals, families and institutions that we serve through customized investment solutions and
highly personalized service.
Fairway Asset Management has the capability to separately manage fixed income, equity or balanced
portfolios for the benefit of its clients. Fairway utilizes individual equities and fixed income securities in their
portfolios. The securities are strategically selected to achieve the goals of each individual, family or institution.
Funds are custodied at Smith Barney, Charles Schwab or at a client’s approved financial institution. Clients
have full disclosure, transparency and access to their assets.
Fairway believes that successful money management requires a clear understanding of changing economic
conditions and the relative impact on investment results. Our economic insights are coupled with the
discipline of asset allocation, strong stock selection skills and a timely sell discipline. We utilize individual
securities in portfolios to achieve portfolio goals.
ECONOMIC TOP-DOWN APPROACH
Fairway incorporates a top-down discipline and a fundamental approach to money management. This
approach begins with a macroeconomic analysis that emphasizes the U.S. domestic outlook, political
environment, and international events that may impact economic trends. Our analysis acts as the basis of
our investment process. This analysis and economic forecast helps us determine:
• Asset allocation
• Equity representation in the sector and industry
• Fixed-income quality and maturity
Disclosure Brochure (ADV Part II)
For Regulatory Information – Click Here
