Values
 

Fairport advisors are highly collaborative, accessible and responsive.  We work as a team internally with the single-minded goal of making it easy for our clients to work with us.  

We treat you, your family and your trusted advisors with respect. 

We are focused on finding solutions to your unique needs.  That means we know how to ask the right questions, search for the right answers and present you with counsel that you are confident in and feel comfortable with.

We are committed to a coordinated implementation of each client’s investment, retirement, tax and estate plans.  We work with that client’s banker, accountant, attorney and others to ensure that the plan reflects comprehensive knowledge about personal goals and objectives.

Our investment process is disciplined.  We follow investment fundamentals and manage risk according to each client’s needs.

Because we want our focus to be exclusively on our clients, our compensation comes exclusively from clients as well.  We will not accept transaction commissions, nor do we receive any third-party compensation.