Fairway Asset Management, LLC

Fairway Asset Management, LLC is a registered investment adviser based in Omaha, NE, established in 2008. The firm specializes in providing portfolio management services and financial planning for individuals, families, small businesses, and institutions. The firm manages $104 million of client assets on a discretionary basis as of February 28, 2025. Fairway Asset Management primarily allocates client assets among individual equities, fixed income securities, ETFs, mutual funds, and independent investment managers based on clients' investment objectives and risk tolerance. Clients have full disclosure, transparency, and access to their assets, and can impose reasonable restrictions on the management of their accounts. Fairway Asset Management may utilize third-party investment managers and provides retirement plan consulting services. The firm charges management fees based on a tiered structure, with additional fees for financial planning and consulting services. The firm does not charge performance-based fees, maintains a minimum account size of $250,000, and acts as a fiduciary in clients' best interests. Fairway Asset Management's investment philosophy includes asset allocation, equity selection, and fixed-income selection processes tailored to clients' goals and risk tolerance. Clients have the option to grant the firm investment discretion, and the firm has a clear code of ethics and supervisory structure in place.