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Home > Financial Services > Stock Brokers > Fairfield Research Securities Corporation
Fairfield Research Securities Corporation
Fairfield Research Securities Corporation is a member of the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of seven exams.
Fairfield Research provides discretionary wealth management services to high net worth individuals throughout the U.S. Using a disciplined, active approach, they manages individual client portfolios to preserve and enhance the purchasing power of capital.
Fairfield Research serves as investment counsel to middle market corporate and professional service pension plans, family endowments and foundations. Their management team also works with a variety of professional firms both large and small to help them achieve its corporate investment goals.
Fairfield Research offers domestic and international common stock portfolios, along with active fixed income management programs. Given their capabilities within both the equity and fixed income markets, clients who prefer to structure their portfolios in a balanced both stocks and bonds manner can be easily accommodated. Allocation to these sectors can be a constant percentage or discretionary.
Common stock portfolios are generally diversified in different companies, with no industry sector accounting for more than 35 percent of invested capital. Fairfield Research makes initial sell and purchase recommendations and develop investment guidelines for each account. A portfolio index is also established for the portfolio, based on a composite of market indices for stocks, bonds and cash reserves.
Fairfield Research also provides discretionary, active management for fixed income portfolios. Investment guidelines are carefully structured for each individual client to incorporate income and liquidity requirements, tolerances for market risk and credit quality preferences.
Fairfield Research clients maintain custody arrangements for their portfolios at a variety of financial institutions, including full-service brokerages, investment banks and commercial banks. They are in a position to recommend to clients custodians that provide competitive commission rates and quality reporting services at negotiated discounts.
Currently, they have strong custody relationships with Charles Schwab in New York and San Francisco, Merrill Lynch in New York, and Deutsche Bank Alex Brown in Baltimore, MD and Greenwich, CT. Fairfield Research has no vested interest in any of these arrangements and receives no additional services or soft-dollar credits other than access to a firm’s investor research.
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