About Fairview

Frank Watson founded Fairview Investment Services in 2005  with the goal of developing streamlined back office solutions for investment advisers and foundations.  Today, Fairview is made up of  20 dedicated employees with over 18 years of experience, servicing investment advisers, foundations and funds with over $30 billion in collective assets.

Fairview was founded with a mission of providing outstanding customer service to advisory firms.  Growing money management firms generally struggle with handling the operational challenges of many new accounts and different types of relationships.  A service company invested heavily in technology and operations expertise can be the perfect complement to advisers who want to stay focused on their primary objective, managing money.

Your day-to-day contacts will be principals of the firm who are actively involved in managing the operations of the company. Our success is built on three goals:

  1. Creating accurate and reliable information on time
  2. Exceeding the expectations of our clients
  3. Customizing our service to meet client needs

If you are ready, but not sure where to begin, let us help.  We are a trusted compliance and administration partner and come highly recommended by each of our clients.