Fairport Advisors, Inc.

Fairport Advisors provides investment management, investment consulting, and separate business consulting to individuals, closely held businesses, family trusts, charities, and retirement plans, including 401(k) and other ERISA accounts. The firm serves both high‑net‑worth and non‑HNW clients and manages a mix of discretionary and non‑discretionary accounts.

Investment management is delivered through model‑based portfolios that combine tactical and strategic asset allocation with a proprietary mix of technical, quantitative and volume analysis, supplemented by third‑party research and artificial‑intelligence tools. Portfolios typically use ETFs, stocks and pooled funds and, when suitable for a client’s objectives, can include alternative exposures (MLPs/LPs, BDCs, CIFs), derivatives, hedging strategies, margin and crypto proxies.

Fairport discloses an affiliation with Fairport Capital, a FINRA‑member broker/dealer, and several advisors are registered representatives who may receive commission‑based compensation for certain products (for example, variable annuities and 529 plans), a relationship the brochure identifies as a potential conflict of interest; a principal of the firm is disclosed as spending a substantial portion of his workweek with the affiliated broker/dealer. The firm also operates out of multiple offices (six) despite modest AUM, maintains referral and fee‑sharing arrangements with third‑party managers (e.g., Hanlon, Morningstar), and offers both investment and business consulting services.