Fairfield Financial Advisors, LTD
Fairfield Financial Advisors, LTD is an investment advisory firm headquartered in Wellesley, Massachusetts. Founded in 1997, the firm manages approximately $298 million in assets (as of May 2025) for a primarily high net worth individual client base, alongside individuals, pooled investment vehicles, and pension/profit sharing plans. With a staff of 4, Fairfield provides personalized portfolio management and strategic investment advice mainly to US-based clients.
Investment Strategy
Fairfield Financial Advisors, LTD employs a discretionary investment approach focused on constructing diverse portfolios principally for high net worth individuals and select institutional clients. Their core strategy emphasizes both equity and fixed income allocations, utilizing direct security selection and managed funds such as ETFs and mutual funds. The firm tailors asset allocation and security selection based on each client's risk tolerance, investment horizon, and strategic goals, maintaining a long-term focus on growth and preservation of capital.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | Invesco QQQ Trust | 9.80% | $28.0M | 50,687 | $481.92 | $551.64 | +$3.0M |
X XLK | Technology Select Sector SPDR Fund | 8.80% | $25.1M | 99,202 | $227.94 | $253.23 | +$3.3M |
V VDIGX | Vanguard Dividend Growth Fund | 4.48% | $12.8M | 352,312 | $37.81 | $36.32 | -$1.4M |
A AMZN | Amazon.com, Inc. | 3.90% | $11.1M | 50,669 | $197.20 | $219.39 | +$1.1M |
L LLY | Eli Lilly and Company | 3.88% | $11.1M | 14,196 | $913.26 | $779.53 | -$949.7K |