Investment Management, Financial Planning & Annuity Specialists - Carefully Balanced Solutions - Our style of investment management is based on the concept that participating in the extraordinary long term growth of the markets requires a sophisticated and flexible approach. We strive towards providing the most efficient investment vehicles for every component of our customized portfolios, but also recognize that capital preservation during severe declines can lead to substantially enhanced long term performance. Principal protection is a critical component of our process. Fairview Financial is an independent Registered Investment Advisor - which by definition means that we have a fiduciary duty to provide advice that is in the best interest of our clients.
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Charles Beatty is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Charlotte, NC make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
