Fairvoy Private Wealth, LLC
Fairvoy Private Wealth, LLC is an independent, SEC-registered investment adviser headquartered in Birmingham, Alabama. The firm specializes in bespoke financial planning, personalized investment solutions, and fiduciary advice, serving high net worth individuals, families, business owners, and professionals. Founded in 2024, Fairvoy Private Wealth delivers comprehensive wealth management oriented around client education, cash flow optimization, and tailored relationships. The firm has approximately 10–20 employees and manages several hundred million dollars for its clients.
Investment Strategy
Fairvoy Private Wealth applies a diversified investment approach centered on fiduciary responsibility and bespoke portfolio construction. Its strategy includes allocations to equities, fixed income, ETFs, and direct holdings, focusing on risk-adjusted returns and preservation of capital. The firm integrates forward-looking financial planning with disciplined asset selection, aligning investment choices to clients' goals and circumstances. Their advice prioritizes transparency, continuous education, and the adaptation of strategies based on evolving market conditions and individual client needs.
Top Holdings
Equity Positions (187)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 5.17% | $22.7M | 119,761 | $178.17 | $189.70 | +$5.2M |
I IVV | ISHARES TR | 3.95% | $17.4M | 25,950 | $604.12 | $669.30 | +$4.3M |
S SHV | ISHARES TR | 3.43% | $15.1M | 136,295 | $110.18 | $110.49 | -$955.6K |
P PULS | PGIM ETF TR | 3.38% | $14.8M | 297,949 | $49.59 | $49.83 | -$794.6K |
L LMBS | FIRST TR EXCHANGE-TRADED FD | 3.33% | $14.6M | 293,912 | $48.78 | $49.79 | -$745.8K |