Fairfield, Bush & Co.
Fairfield, Bush & Co. is a Registered Investment Advisory firm founded in 1973, headquartered in New Haven, Connecticut. The firm provides discretionary wealth management and investment advisory services to a diverse client base, including high net worth individuals, investment companies, corporations, and charitable organizations. With a team of 11-50 employees, Fairfield, Bush & Co. delivers tailored portfolio management, financial planning, retirement and estate planning, and risk management. The firm emphasizes transparency through its fee-only structure, serving clients mainly within the United States.
Investment Strategy
Fairfield, Bush & Co. employs a disciplined, active approach to portfolio management with the goal of preserving and enhancing the purchasing power of clients’ capital. The firm works closely with clients to understand their financial goals and risk tolerance, designing personalized investment strategies tailored to individual needs. Its advice-only and fee-only model ensures unbiased recommendations, focusing on long-term financial objectives and market opportunities for both individuals and institutional clients.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 7.47% | $13.2M | 26,567 | $165.66 | $497.41 | +$2.8M |
O ORCL | ORACLE CORP COM | 5.48% | $9.7M | 44,319 | $65.52 | $218.63 | +$3.1M |
A AMZN | AMAZON COM INC COM | 5.36% | $9.5M | 43,209 | $94.20 | $219.39 | +$1.2M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 4.48% | $7.9M | 34,990 | $20.65 | $226.49 | +$1.8M |
A AVGO | BROADCOM INC COM | 4.24% | $7.5M | 27,225 | $37.74 | $275.65 | +$2.9M |