Fairway Investment Group, LLC

Fairway Investment Group serves primarily individual clients drawn from the Michigan Education Association membership and their families, offering fee-based portfolio management and advisory services for accounts such as IRAs, trusts, and retirement plans. Services are delivered through LPL Financial-sponsored programs (Strategic Wealth Management, Optimum Market Portfolios, Model Wealth Portfolios, and Guided Wealth Portfolios) and include investment strategy, asset allocation, selection, and regular portfolio monitoring.

Investment recommendations are tailored using an Investor Profile Questionnaire to set objectives and asset allocations, with ongoing reviews and rebalancing as needed; the firm employs fundamental, technical, and cyclical analysis across its programs. Fairway does not permit its IARs to trade on a discretionary basis for client accounts, although clients in certain LPL-sponsored programs authorize LPL or selected strategists to trade discretionary on the program level.

Fairway is an affiliate of MEA Financial Services and operates alongside Paradigm Equities, an affiliated broker‑dealer, and many IARs are dually registered and also sell insurance products, which can create potential conflicts of interest when implementation is done on a commission basis. The firm’s focus on serving a membership-based client population through broker‑dealer and custodial relationships with Paradigm and LPL, rather than a large high‑net‑worth clientele, is a distinguishing feature relative to many multi‑team peers.