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Fairport Asset Management

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Fairport Asset Management

Mission statement:

Fairport Asset Management provides the high net worth community with a broad range of wealth management services, with investment management as our core expertise. As a Fairport client, here is what you can expect:

   We are collaborative, accessible and responsive, making it easy for clients to work with our team. We treat you, your family and your trusted advisors with respect.
   Fairport is focused on finding solutions for your unique needs. We lead the coordinated implementation of our client’s investment, retirement, tax and estate plans.
   Our investment process is disciplined and based on investment fundamentals and managing risk.
   Our advice is tailored to each client’s needs and objectives.

Profile:

Our Values
Respect
We view the client relationship as collaborative, with respect as the responsibility of everyone involved to treat each other and their ideas with dignity.

Discipline
We are honest with ourselves when making the best choices, while understanding that the goal of every decision is to ensure the ongoing trust of our clients, our partners, our families and our community.

Resolve
We are committed, with purpose and resolve, to find answers and deliver solutions.

Accountability
We work individually and as a team, to continuously measure and improve our overall performance in the drive for results.

History:

Fairport Asset Management has been serving clients for over half a century, dating back to 1963 when our predecessor firm Roulston & Co. was founded by Thomas H. Roulston. Fairport Asset Management was formed in 2001 from the merger of Roulston & Co. and The Hickory Group, which was founded by our Chairman Paul Abbey in 1988.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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