Book a Financial Review today…
Book a Financial Review today…
Book a Financial Review today…
Investment Management
Our approach is built around you, not the market. At Fairey Associates we believe that successful investing starts with understanding your goals, priorities and attitudes to risk — then applying a clear, disciplined investment framework to help you achieve them.
- From Goals to Strategy
Rather than selecting funds in isolation, we begin with your financial plan. We work with you to define your objectives — whether that’s growing your wealth, generating income in retirement, preserving capital or leaving a legacy. Once we understand your “must haves”, we design an investment strategy aligned to you.
- Strategic Asset Allocation at the Heart
We build portfolios using a strategic asset allocation framework, it starts with a disciplined top-down process — selecting the right mix of equities, bonds, real estate, commodities and alternative assets. This is not about chasing the next hot fund, but about creating a portfolio constructed around the trade‑off between risk and return. The greater the exposure to growth assets (for example equities), the greater the potential reward — and the greater the potential risk.
Our in‑house investment committee, chaired by Michelle Gardner, our Head of Research, oversees this allocation process, ensuring consistency, discipline and the highest professional standards.
- Fund Selection with Purpose
Once the allocation is established, we implement using funds and solutions from across the whole market — we are entirely independent and are not bound by any provider. Our focus is on cost efficiency, diversification, liquidity and alignment with your strategy.
- Monitoring, Governance & Review
Markets change, so your portfolio must too. We continually monitor the model portfolios (and the individual underlying holdings) to ensure appropriateness, cost effectiveness and performance‑driven decisions. Importantly, we review your individual situation regularly — as life changes (jobs, family, retirement) your investment strategy will be revisited to keep it aligned with you.
- A Truly Personal Service
You’re not one piece of a mass‑market template. We bring the boutique adviser experience to investment management. You’ll meet financial planners, benefit from whole‑of‑market choice, receive clear regular reporting, and have the confidence of being backed by a professional firm with integrity.
*The value of your investments can fall as well as rise and is not guaranteed
