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 lia​bility..​​.taxes can be managed

 

...By focusing on Opportunities over Benchmarks, we work to achieve attractive risk adjusted returns over long periods of time...

© FAIR HAVEN CAPITAL LLC

 

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