FilePoint’s affiliate companies include Fairview Investment Services, Fairview Performance Services, and Fairview Cyber. Click on each for more information about products and services.
Fairview® Investment Services
Fairview Investment Services, LLC was founded in 2005 with the mission of providing outstanding compliance administration to advisory firms and investment management companies. Growing money management firms struggle with handling the compliance and operational challenges of an investment firm. As a service-focused company, working with more than 130 clients, we provide an on-going partnership and full-service support to Chief Compliance Officers in the day-to-day management of the adviser’s compliance program. Fairview Investment Services seeks to support firms wanting to stay focused on their primary objectives: managing money and maintaining their own client relationships.
Fairview® Performance Services
Fairview Performance Services, LLC partners with asset managers through two distinct lines of service. We assist clients in attaining and maintaining compliance with the Global Investment Performance Standards (GIPS®) through verification related services. We also provide composite management solutions for firms that wish to outsource some of their composite maintenance operations. Services are tailored to meet the needs of individual clients through every step of the process. With a focus on the GIPS standards and related services, we are dedicated to delivering an unparalleled client experience.
GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Fairview® Cyber
Fairview Cyber, LLC offers comprehensive cyber and data security solutions to businesses focused on protecting client information. Our objective is to create and implement tailored security programs for companies handling personally identifiable information. We thoroughly review and revise existing policies and procedures with the goal of creating sustainable, well-documented cybersecurity plans for clients. Our goal is to ensure that businesses are meeting both regulatory and customer expectations for protecting data.