"An investment in knowledge pays the best interest."
Benjamin Franklin
At Fairfield Stern, we’re always happy to answer your questions. Here are some of the more frequently asked by new clients.
I Know Nothing About Investing. How Do I Start?
You start at the beginning, with a simple conversation with one of our advisors. It’s our job to assess your needs and create an appropriate investment plan.
How Can I Be Sure I’m Receiving the Best Possible Advice?
At Fairfield Stern, we operate independently. This gives us the flexibility to evaluate a wide range of options and recommend only those that truly align with your needs. Our advisors are fully credentialed, committed to continuous professional development, and bring specialized expertise across a variety of financial areas. With a robust team in place, we ensure clients receive focused, high-quality guidance
How Can I Keep Track Of My Investments?
Clients can log in to Fairfield Stern’s secure website 24/7 to view their holdings, in an up-to-date and straightforward manner.
Will My Personal Information Remain Confidential?
Absolutely. One of the reasons for our longstanding client relationships is discretion, matched by loyalty and performance. Fairfield Stern also employs advanced firewalls and state-of-the-art cyber security to protect all our company and client data from unwanted eyes.
I Work In The Finance Industry. Why Would I Need Fairfield Stern?
Many financial professionals prefer to hold assets outside of where they work. They may want privacy, to hold assets offshore, access to a broader range of opportunities, or the benefit of objectivity a professional wealth manager brings to the table.
What Happens If I Move?
All financial solutions are international—clients can invest or receive income from anywhere. We service a global clientele, some domiciled overseas and either retired or working as an expatriate.
What Happens If My Advisor Leaves?
Clients belong to Fairfield Stern, not individual advisors. Portfolio decisions are guided by Fairfield Stern’s inhouse analysts. If an advisor leaves, a suitable replacement will be assigned for a seamless transition.
What’s Your Minimum Investment?
We don’t have an defined minimum. Fairfield Stern works with clients across career stages and ensures all receive optimum levels of service. We work with multigenerational families, and have clients that started with us as children whose parents wished to start them off in life with good financial habits. We’ll meet you where you are.
I’m Not Free to Speak During the Workday. When Can I Speak with My Advisor?
Fairfield Stern accommodates clients’ schedules—we can set appointments to speak at your convenience and communicate electronically.
I’m an Insider of a Publicly Traded Company. Can I Open An Account With You?
Yes. Fairfield Stern has a thorough compliance process for opening new accounts and overseeing all trading. We have systems in place to ensure you are always compliant with existing regulations.