A complete list of active advisors currently associated with Fairport Advisors, Inc.
Warmer can help you find a great advisor at Fairport Advisors, Inc. or one who fits your needs even better.
Fairport Advisors, Inc. provides discretionary investment management and investment consulting to individuals, high‑net‑worth clients, trusts, pension and business accounts. The firm reports managing roughly $54.7 million for about 62 clients and delivers regular custodial reporting and quarterly performance reviews. Its investment approach combines strategic and tactical asset allocation driven by proprietary algorithms, technical and quantitative analysis, and some artificial‑intelligence tools; model portfolios range from defensive income and balanced strategies to aggressive sector, short‑term tactical equity, and crypto‑focused programs. Portfolios commonly include ETFs, individual stocks, closed‑end and collective investment funds, and the firm may employ derivatives, margin (when authorized), and third‑party sub‑advisers such as Hanlon and Morningstar, with model execution coordinated through an institutional custodian platform. Noteworthy for a small team, Fairport operates multiple offices and some advisors are also registered representatives of an affiliated broker‑dealer (Fairport Capital), meaning they may receive commission compensation for certain product sales, which the brochure discloses as a potential conflict of interest. The firm’s brochure emphasizes managed strategies and consulting but does not present standalone ongoing financial planning as a core offering.
To learn more about the advisors currently working at Fairport Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Fairport Advisors, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 17
| |
Brooklyn, NY
| 20
| |
Scottsdale, AZ
| 42
| |
Boca Raton, FL
| 21
| |
New York, NY
| 18
| |
Cheshire, CT
| 45
| |
Scottsdale, AZ
| 21
| |
Boca Raton, FL
| 23
|
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