Fairport Asset Management Named to Registered Rep.’s Top 100 registered investment advisor list Wealth management firm only Northeast Ohio firm to make the list, and one of two in Ohio
CLEVELAND - April 9, 2008 - Fairport Asset Management announced today that it has been recognized by Registered Rep. magazine as one of the Top 100 registered investment advisors in the United States. Fairport is the only firm in the Greater Cleveland area to receive this recognition and one of only two firms in Ohio to make the list. The list appeared in the March 2008 issue of the magazine.This national ranking is based on overall firm assets under management, as defined by the Security and Exchange Commission as of December 31, 2007, according to Registered Rep. magazine. Remaining criteria included greater than 50 percent of the firm’s business must serve the retail market place (individuals), and the firm must provide financial planning, portfolio management or due diligence on external advisors. Also, if firms were registered broker/dealers and a dominant portion of their business was in proprietary products, they were excluded.The survey was conducted for Registered Rep. by RIA Database, a Charlotte, N.C.-based company that focuses on providing accurate, relevant data for sales professionals on registered investment advisors."This recognition acknowledges our status within our peer group and is a direct result of the hard work of our team of professionals to provide our high net worth clients with expert council and wealth management services," said Scott Roulston, chief executive officer, Fairport Asset Management. "We are proud to be a part of this list, which showcases the top firms and talent in the industry."
About Fairport Asset ManagementFairport provides wealth management services to high net worth individuals, families and select institutions and has specialized services for succession and liquidity planning for business owners, executives, and financial issues and education unique to women. The firm’s professional staff includes CPA’s, CFP certificants, CFA charter holders, and an investment group with 20 years industry experience on average. More information available at www.fairportasset.com.