CUSTOMIZED
INVESTMENT
SOLUTIONS
Fairway Asset Management LLC, based in Omaha, Nebraska, is a registered investment advisory firm providing portfolio management services to individuals, charitable organizations, and corporations seeking a customized investment approach to serve their financial goals and needs.
Welcome to Fairway Asset Management.
Empowering individuals, charitable organizations and corporations to achieve their goals is the fundamental principal that drives us at Fairway Asset Management. Our approach to money management is client-oriented, as we match our investment disciplines to individual goals. We view each client and their needs as unique. Whether your investment criteria is income-oriented, growth-oriented or a combination of the two, we design solutions to accommodate and realize these specific goals.
Founded in 2008, our team has more than 100 years of combined experience working with clients to manage their wealth more effectively. We are proud to have earned the reputation of truly understanding our clients, their lives, their plans and their interests.
Our approach to money management begins with a macro-economic overview which encompasses the U.S. domestic economy, political environment, and global events which impacts our outlook. Our understanding of these factors allows us to create an economic scenario which results in the building of client portfolios and solutions that are forward-looking and dynamic as changes occur.
OUR SERVICES
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Risk based investement strategies
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Disciplined and experienced investment management
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Ongoing assessment of wealth management needs
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Personalized short and long-term investment strategies tailored to each clients' unique situation
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Goals of net worth preservation and growth through allocation and diversification of assets
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Opportunities to utilize a variety of investment strategies, including those that offer tax-deferred/tax-free accumulation and distribution potential
PORTFOLIO MANAGEMENT
RISK MANAGEMENT
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Retirement Planning
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Asset Protection through long-term care and fixed annuities
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Estate Preservation Services
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Business Continuity: Buy/Sell agreements
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Life insurance and disability income insurance
OUR PHILOSOPHY
What Makes Us Different
Fairway Asset Management believes that successful money management requires a clear understanding of changing economic conditions and the relative impact on investment results. Our economic insights are coupled with the discipline of asset allocation, strong stock selection skills, and a timely sell discipline.
We incorporate a top-down discipline and a fundamental approach to money management. This approach begins with a macroeconomic analysis that emphasizes the U.S. domestic outlook, political environment, and international events that may impact economic trends. Our analysis acts as the basis of our investment process.
Commitment
While our clients are unique, they all have one thing in common - they want experienced and seasoned investment advice from their professional advisors.
They look to Fairway Asset Management to help educate and inform on capital preservation and the potential for real growth after taxes and inflation. Our view of wealth management reflects an ongoing process and lifelong relationship that signifies genuine commitment to help you achieve your goals, stay abreast of changes in your life, and provide you with expert analysis, information, advice and recommendations.
OUR TEAM
RUDY THOMAS
PRESIDENT
REBECCA FROHLICH
CERTIFIED FINANCIAL PLANNER™
Trisha Costanzo
Administrative Assistant
OUR ADDRESS
17445 Arbor St., Suite 200
Omaha, NE 68130
Email: rfrohlich@fairwayasset.com
Phone: (402) 281-2219
Fax: (402) 333-9189
For any general inquiries, please fill in the following contact form:
CONTACT
FAIRWAY ASSET MANAGEMENT
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