Fairlead Strategies

Fairlead Strategies, LLC, operating as Fairlead Strategies, is an SEC-registered investment adviser based in Greenwich, CT, established in February 2018 by Katherine T. Stockton. The firm specializes in providing technical strategy research for individual and institutional investors, focusing on U.S. and global equities, commodities, currencies, cryptocurrencies, and Treasury yields. Fairlead offers subscription services with three tiers: Basic Plan, Access Plan, and Premium Plan, each providing varying levels of research reports and consulting services. Additionally, the firm acts as a subadvisor to the Fairlead Tactical Sector ETF (TACK), managing an actively traded portfolio based on technical analysis. Fairlead does not participate in wrap fee programs, accepts no performance-based fees, and does not engage in side-by-side management. The firm's fees for subscription services range from $199 to $50,000 annually, with additional charges for a la carte reports and educational workshops. Fairlead does not have custody of client funds, does not vote proxies for clients, and does not have any disciplinary history. The firm's investment strategies primarily involve technical analysis and charting, with a focus on risk management and market timing.