Fair Haven Capital LLC
...By focusing on Opportunities over Benchmarks, we work to achieve attractive risk adjusted returns over long periods of time...
Private Investment Management
for Individuals and Families
We will work closely with you and your family to preserve and build your wealth.
We provide a personalized approach to investment management.
We implement a client driven investment process.
We custom tailor our investment portfolios and advice to meet specific client needs.
A deep understanding of each client's goals, objectives and personality is incorporated in our planning.
- Individually Managed Portfolios
- Coordination with other Advisors and Planners.
- Tax Advantaged Investment Planning
- Retirement Plan, 401(k), 403(b), IRA Supervision and Management
- Family Wealth Transfer Integration
- Charitable Investment Planning
...Capital Preservation and Prudence should outweigh Speculation.
...time is an investor's asset, risk is a liability...taxes can be managed
