Individual Services

Plan smart.

Fulfill your goals.

Make an impact.

We provide individuals looking for long-term financial stability when funding their next chapter with investment management and financial planning.

We work with our clients to:

• Identify the risks that could impact long-term financial viability

• Decipher investment options to determine which are right for them

• Strengthen financial portfolios to fulfill goals

Retirement and Legacy Investment Management

Fairlight Advisors creates customized investment porfolios for families looking to fulfill specific life and philanthropic goals.

We generally follow a passive investment strategy to help organizations potentially achieve long-term financial health. The benefits of passive investing are many:

• Disciplined security buying and selling decisions

• Broad diversification for lower risk

• Lower expenses than comparable speculative or “active” investing

• Limited tax exposure due to less buying and selling of securities

Lower costs and lower risk means more efficient portfolio management.

An individual investment engagement with Fairlight Advisors consists of:

• Analysis of the client’s current financial condition and modeling of investment options

• Portfolio creation and implementation

• Regular financial reviews

• Investment education

• Financial planning, if requested

Financial Planning

Many individuals are looking for direction on how to fund their short and long-term goals, whether it’s starting a business, supporting a beloved philanthropic mission or planning for retirement.  Fairlight Advisors will create a balanced plan toward meeting those goals.

A Fairlight Advisors financial planning engagement typically consists of:

• Goal setting

• Statement of financial condition

• Risk management and insurance

• Investment planning

• Retirement, philanthropic and estate planning