FAIRWAY ASSET MANAGEMENT, LLC

Overview

Fairway Asset Management, LLC is an independent registered investment adviser operating as a limited liability company that serves both individual & family clients and institutional accounts. The firm charges fees based on a percentage of assets under management and combines portfolio management with financial planning and insurance brokerage capabilities. Investment activity shows a clear tilt toward fixed-income allocations, with a notable allocation to investment‑grade corporate bonds and an emphasis on income and capital preservation strategies rather than high‑beta equity exposure or ESG‑driven mandates. Fairway provides portfolio management for individuals, small businesses and institutions, positioning itself as a manager that blends advisory planning with insurance solutions to meet liability and income needs. Fairway is not an active ESG investor, does not operate as a multi‑state adviser, and does not present itself as a pension consultant or related adviser. The firm’s structure and service set indicate a focus on customized, fee‑based advisory relationships where insurance products and conservative fixed‑income sleeves are used alongside traditional portfolio construction.

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Location & Offices