Cooper Investment Partners LLC is a financial advisory firm based in Fairfield, Connecticut. It currently has approximately $222,559,000 of assets under management and employs about 2 people. Cooper Investment Partners LLC uses a fee structure of fixed fees and performance-based fees.

CFO Capital Management, LLC, a registered investment adviser based in Fairfield, CT, was established in October 1987 as Cruice Investment Advisors, Ltd. and is now solely owned by Tim Tymniak. As of December 31, 2023, CFO managed $187,426,202 on a discretionary basis. The firm offers investment planning and management services, with annual management fees ranging from 0.7% to 1.9% based on assets under management. Clients have full control over their accounts and can terminate the contract at any time. CFO does not engage in performance-based fees to avoid potential conflicts of interest. The firm serves individuals, high net worth individuals, trusts, estates, and various types of accounts, including IRAs and ERISA accounts. Investment strategies include long-term purchases, short-term purchases, trading, and option writing. CFO utilizes fundamental and technical analysis methods and emphasizes sound asset allocation strategies to achieve clients' long-term investment objectives. The firm does not vote proxies on behalf of clients and maintains custody of client assets through Charles Schwab Institutional. Clients receive monthly statements and quarterly reports summarizing account activity and performance. CFO has no financial commitments impairing its ability to meet client obligations.

Herbert J. Sims Capital Management, Inc. is a financial advisor firm established in Fairfield, CT, offering the Managed Portfolio Program (MPP) to clients. The firm provides investment advisory services through designated investment adviser representatives, who assist clients in selecting suitable programs based on their needs. Clients have the flexibility to choose from in-house advisory solutions or third-party managed account services. HJSCM charges a wrap fee, covering advisory services, execution charges, custodian fees, and platform administration. The advisory fee is based on a percentage of assets under management, with rates ranging from 1.25% to 2.50% annually. Clients have investment discretion over selecting portfolio managers and strategies, with HJSCM having trading discretion over certain accounts. The minimum initial investment for the MPP is $50,000, with customized portfolios requiring higher assets. The firm discloses potential conflicts of interest, such as compensation from securities sales and referral agreements. Clients receive regular performance reviews and access to web-based reports. HJSCM emphasizes risk factors associated with investing, including market, inflation, and liquidity risks. The firm's Code of Ethics ensures compliance with legal and ethical standards, with a focus on client interests and transparency in personal trading activities.

Fairport Asset Management Corp., established in 1988 by Roger W. Goetz, offers discretionary asset management services tailored to individual investors' risk tolerance levels. Clients can choose from various account types with customizable investment restrictions. Fairport provides written financial plans with fees ranging from $250 to $3,000, payable upon completion. The firm also offers insurance products with commissions varying by product. Tactical Asset Allocation Services cover a range of investments, including mutual funds and variable annuities, aiming for long-term risk-adjusted returns. Fairport does not charge performance-based fees and typically advises individuals, trusts, and corporations. The minimum investment varies based on the service, starting at $25,000. Fairport's investment strategies include Tactical and Strategic Asset Allocation Services, with a focus on preserving capital and achieving long-term returns. The firm discloses disciplinary actions taken against Mr. Goetz in the past. Fairport's President and Agents may receive compensation for selling securities and insurance products. Clients have the option to select portfolios managed by Morningstar Investment Services, Inc., with fees based on assets under management. Fairport operates as a fiduciary, acting in clients' best interests, and clients have the authority to terminate services at any time.