New Canaan, CT Office

Fairfield, Bush & Co. advises high‑net‑worth individuals, corporations, retirement plans, and charitable institutions, providing portfolio management on both discretionary and non‑discretionary bases as well as rollover guidance and access to a range of securities including mutual funds, ETFs, and options. The firm reports total assets under management near $589 million and implements client accounts under individualized investment agreements and custodial arrangements.

The firm's investment process is rooted in fundamental analysis with an emphasis on macroeconomic evaluation and identifying businesses that generate high returns on invested capital; it implements long‑term and short‑term equity strategies and, where appropriate, option strategies such as covered calls and put selling for qualified investors. Portfolios are monitored regularly by portfolio managers and an Investment Management Committee, and the firm uses reporting tools (e.g., Black Diamond) to support ongoing review and rebalancing.

Fairfield, Bush & Co. is notable among its peers for managing a majority of its assets on a non‑discretionary basis — as of December 31, 2025 approximately $338.4 million was managed non‑discretely versus $250.6 million on a discretionary basis — a structure that differs from most similarly sized team firms. The firm also reflects a long operational history with several prior mergers and acquisitions, and maintains practices such as soft‑dollar research arrangements and the use of margin and option strategies that may be less common among comparable advisers.