Client Experience

Set Up A Discovery Meeting We offer sound advice and support before, during and after significant life transitions to help you and your family to navigate life’s expected and unexpected events. You can rely on Fairport Asset Management.

Our typical client has the following attributes

  • Net worth of at least $2 million
  • $1 million or more of investable assets
  • Willingness to share important and sometimes sensitive details of their lives, goals, aspirations and concerns
  • Willingness to delegate to a trusted advisor
  • Seeking comprehensive solutions, not just investment management
  • Experiencing a life transition
  • Has realistic expectations and lives within their means

Foundation Building


Discovery
Meeting

Learn About You

  • Background
  • Family & Relationships
  • Careers & Interests
  • Goals & Vision
  • Current Financial Picture

Overview of How We Can Add Value

Engagement Meeting

Review Output from Discovery Meeting

  • Draft Client Roadmap
  • Custom Proposal
  • Follow-up Questions

Overview of Investment Process

Investment Plan Meeting

Review Plan to Transition Portfolio
to Target Allocation

  • Tax Planning Around Portfolio Repositioning
  • Strategies to Work out of Concentrated Stock Positions
  • Strategies to Create an Income Stream

Wealth
Planning

Goal Setting & Success Metrics

  • Education Planning
  • Stock Compensation Planning
  • Tax Planning
  • Insurance & Risk Management
  • Estate Planning
  • Charitable Giving
  • Family Values Statement

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 Ongoing


Annual Review Meeting

Periodic Check-in

Annual Tax Matters

Ad-hoc Meetings, Calls, & Emails