As a fiduciary, Fairman Group utilizes a research-based, institutional approach to providing sound investment advisory services free of conflicts of interest, such as product sales and commissions. We guide you through a process to outline your goals and needs and then build an investment policy tailored specifically to you. This process allows us to gather important data, understand your personal situation, formulate recommendations, implement your plan and review and monitor progress.
While each client’s needs are unique, the ongoing planning process generally remains the same. We create customized investment policies, screen investments, implement portfolios and provide ongoing buy-side supervision, detailed performance reporting and rebalancing recommendations.