Investment Advisory
The Fairman Group offers comprehensive investment advisory services that help you develop and implement a personal investment program that is uniquely focused on your individual financial goals and is integrated with all other aspects of your wealth strategy. With The Fairman Group as your investment advisor you gain:

• Unbiased advice and support, a rare commodity in today’s sales-focused financial services industry
• Experienced advisors who work 100% in your best interest - no product sales, no commissions, no conflicts
• Expert guidance that helps you become a more intelligent investor in a complex environment
• Access to quality money management resources at a competitive cost
• Tax-efficient investment strategies
• Trusted personal service that helps save you time and gives you the freedom to focus on other important aspects of your life

Proven Investment Planning Process
Fairman Group advisors utilize a sound process that will help you build and implement a strategic investment plan focused on balance, diversification and a long-term view, all keys to investment success. Through this approach, we can better ensure that your investment program remains focused on your goals by avoiding reactive, emotional decisions that could throw your plan off course. Our planning process is conducted in two phases:

1) Designing the Plan

• Determine and quantify financial objectives
• Establish risk tolerance and return goals
• Design an asset allocation strategy
• Prepare an investment policy statement - the strategic plan for your investments

2) Implementing and Maintaining the Plan

• Select money managers, mutual funds and/or other appropriate investments
• Identify and coordinate custodial and/or brokerage relationships
• Measure and review performance
• Rebalance the portfolio as required