Wealth
Management

Wealth Management IconAt Fairport Asset Management, all aspects of your financial well-being are brought together into one integrated plan. We are a team of professionals with advanced credentials and training, including: Certified Financial Planners (CFP®), Certified Public Accountants (CPA), and Chartered Financial Analyst (CFA).

Competence & Experience

Our professionals have more than 100 years of combined experience and success in helping affluent individuals to reach their life goals by assisting them in the evaluation and proper management of their financial resources.

Proactive Approach

Your plan will be tailored to your unique needs, risk tolerance and lifetime goals. Your advisory team will make recommendations based on life transitions, both expected and unexpected, as well as tax considerations and anticipated movements in worldwide economic markets.

Longevity

With historical roots dating back to 1963, you will have a team of experienced advisors to ensure continuity and consistency of excellent service and communication for you and your family.

Compensation

You will receive transparent and competitive fees. Fairport is a true fee-only registered investment advisor. We do not receive commissions or “hidden” compensation from any product or service that we recommend to you. We report all management and planning fees and believe in complete transparency. Fees can be based on a quarterly retainer, based on assets under management or on a combination the two, depending on the advisory services and investment strategies needed and your preference.

Long Term Relationships

Your multimember relationship team will be determined by the necessary skill sets and experience needed to help you and your family meet your short and long term goals. We take great pride in the fact that many of our clients feel such comfort with our team that they ask us to work with multiple generations of their families.

Investment Resources

Fairport manages over $750 million in client assets and advises another $500 million. Your portfolio will be constructed based on strategic and tactical asset allocations determined by daily analysis of worldwide financial markets. We have access to a broad range of research resources in the industry and we maintain an open architecture platform to avoid any potential conflicts of interest.

Investment Decisions

We have an experienced group of professionals internally as well as an investment committee of nationally recognized advisors who collaborate to develop strategies that look at growth, income and risk management. The team creates not only the strategic asset allocation based on risk profiles but also employs tactical changes to respond to shorter term events to better manage risk.