Fairlight Advisors

Fairlight Advisors

Investment Management

San Francisco, CA 1,174 followers

Financial Advocates for Nonprofits

About us

We founded Fairlight Advisors to help you fulfill your mission with high touch, customized nonprofit financial planning and investment management. Where some advisors may focus solely on investment management, we perform an X-Ray Assessment© on your organization when developing the financial management strategy for cash reserves, medium term liquidity management and long-term endowment and board-designated fund investing. We believe you should focus on what your organization does best: fulfill the nonprofit mission. Disclosure Fairlight Advisors LLC (“Fairlight”) is a registered investment advisor offering advisory services in the State of California, Washington, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Follow-up or individualized responses to consumers in a particular state by Fairlight in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Industry
Investment Management
Company size
2-10 employees
Headquarters
San Francisco, CA
Type
Partnership
Founded
2019
Specialties
Nonprofits, Retirement Plans, 403 B Plans, 401 K Plans, 457 B Plans, Endowments, Women-Owned Business, Membership Organizations, Public Foundations, Private Foundations, and Reserve Funds

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Employees at Fairlight Advisors

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