Fairport advisors manage client investments through an Asset Allocation plan tailored to individual needs and objectives.

This plan results from client-advisor discussions and contains the level of detail required and requested by the client.

Throughout the year, clients receive statements that can be reviewed with their advisor at any time. Sometimes this will be just a phone call or an informal meeting.

Clients may also request annual reviews where performance gets checked against plan and adjustments, if needed, are agreed to.

In addition, many of our clients receive general communications from Fairport about the overall investment climate.

Because most investors now have via the Internet immediate access to as much investment information as they could want, Fairport is judicious in providing only additional information that is timely and relevant.

In the event of a life-altering event, your Fairport advisor will, at the appropriate time, review the impact of that event on the portfolio; again, if circumstances warrant an adjustment.

As we have with many clients over the years, it gives us the greatest joy to see the goals of a plan met, and the benefits to client and family enjoyed to the fullest.