A complete list of active advisors currently associated with Fairport Asset Management Corp

Warmer can help you find a great advisor at Fairport Asset Management Corp or one who fits your needs even better.

Fairport provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and other business entities. Its services include portfolio management, written financial plans, tactical asset allocation, and insurance and annuity offerings delivered through both advisory and brokerage channels. The firm offers tactical asset allocation strategies that can invest 0%–100% of a portfolio across cash, stocks, bonds, ETFs, REITs and related vehicles, and it uses both fundamental and technical analysis to set and revise allocations and timing. Depending on the account, Fairport may trade on a discretionary basis or act in a non-discretionary, recommendation-only capacity—specifically noting that for certain tax-qualified accounts the client will initiate transactions. Fairport’s senior personnel are licensed to sell securities through a broker-dealer and to place insurance products, so client purchases may generate commissions or insurance compensation paid to firm representatives and, indirectly, to the firm. The firm also discloses a resolved 1994 regulatory enforcement matter concerning signature-guarantee practices and custody-related disclosures that resulted in supervisory undertakings, suspensions and monetary penalties.

To learn more about the advisors currently working at Fairport Asset Management Corp, 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.