Investment Management

Our Philosophy on Investing

Our team offers depth of experience and breadth of knowledge, with an approach that balances wealth preservation, growth and income needs with prudent risk management. At Fairport, we believe in:

• Aligning customized portfolios with your goals

• Building multi-asset class, diversified portfolios

• Aiming to increase investment returns by taking appropriate market exposure without taking undue risk

• Creating portfolios with liquidity, allowing clients to access funds when needed

• Selecting investment opportunities through diligent investment research focused on risk and return

• Minimizing investment expenses

• Investing with a global perspective

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