Our Approach
 

Our approach, first and foremost, is collaborative.   
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We  place a premium on communication.  We know our clients value accurate and actionalble information.  This dialogue is essential to making decisive short-term decisions and strategic long-term decisions.

Every client-advisor relationship is supported by an internal team here at Fairport.  The size and components of that team are defined by each client’s needs. 

We work best with clients who trust us enough to share the important, and sometimes sensitive, details of their lives. 

Here are some questions you may want to ask yourself as you decide whether Fairport is the right advisory firm for you: 

  • Am I able to share my life values and goals with my advisor?
  • Can I change how I make day-to-day decisions if that’s needed to meet my long-term  goals?
  • Am I comfortable letting Fairport act as my chief investment or financial officer?
  • Do I have realistic goals?  Can I explain them easily?
  • Am I willing to let Fairport handle financial details that I’m unable or unwilling to do on my own?

It’s not necessary that you have the answers before deciding to contact us.  

But these are the kinds of questions we encourage you to bring up when having those first exploratory conversations with one of our Senior Advisors.