Scottsdale, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fairport Advisors, Inc.
Team
Firm-wide stats for Fairport Advisors, Inc.
About
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.
Based on Fairport Advisors, Inc.
Expertise
Based on Fairport Advisors, Inc.
Location
9141 E. Hidden Spur Trail
Scottsdale AZ 85255
Advisors at this office
2
Advisors at this office
Patrick C
Series 63
Scottsdale, AZ
Fairport Advisors, Inc.
Patrick Conway is a financial advisor at Fairport Advisors, Inc. with 42 years of industry experience. He has been with Fairport Advisors since 2000 and also has a long history with Fairport Capital, Inc. in Scottsdale, AZ. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation, proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools to manage a range of model portfolios from defensive to aggressive strategies.
Stacy V
Series 63, Series 65
Scottsdale, AZ
Fairport Advisors, Inc.
Stacy Volpe is a financial advisor with Fairport Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Her career includes roles at Transamerica Financial Advisors and multiple entrepreneurial ventures, including consulting and e-commerce activities. She also serves as president of Foxco Innovations Inc., a health insurance sales and marketing business. Fairport Advisors provides investment management and consulting services to individuals, family trusts, and retirement plans, utilizing model-based portfolios that incorporate tactical and strategic asset allocation alongside quantitative and technical analysis. The firm serves both high-net-worth and non-high-net-worth clients with a range of portfolio strategies.
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