Our focus is on helping you find quality companies to invest in.
We do this by using fundamental analysis and then applying technical analysis as well to ensure you achieve the best entry or exit point.
At Fairmont Equities, we regularly monitor your positions, and are proactive in informing you if action needs to be taken.
As a private client, you are not a number on a database. Whether you are new to the share market, or have decades of experience, we will provide you with the highest level of service. Private clients receive access to our unique research, and the ability to discuss your portfolio over the phone at any time.
We can also provide one-off share sales for individuals with SRN holdings, or solicitors who wish to liquidate holdings for deceased estates or companies in administration.
You receive:
Clear advice on what to do. We will tell you what to buy/hold/sell according to your specific portfolio circumstances.
Regular phone contact. We will keep you up to date with what is happening in the market now and what our outlook is. This is regardless of whether any action needs to be taken.
An ability to call us at any time to talk about opportunities or discuss your portfolio. You can talk directly to or email the managing director, Michael Gable, or our portfolio manager, Gordon Anderson. This is an important point as many firms don’t allow you the same regular access to the decision makers.
The ability to ask us for an opinion on any stock. We will find research for you and analyse the share price charts and fundamentals of the company. We will give you a clear recommendation, buy/hold/sell.
Our weekly research report. Every week we put together a report where we analyse a couple of stocks from a fundamental perspective and overlay that with some technical commentary. We also provide a few charts of other stocks, providing you with investment ideas. This is our own proprietary research. At the end of the day, we will always call you if we think you need to take action on anything. CLICK HERE for an 8-week free trial of this research if you want to see it for yourself.
Help with anything admin related. Throughout the year you may need to obtain copies of dividend statements, change your bank details, take up a share purchase plan, etc. We will help you with anything that you require. We can also work with your accountant directly at tax time to help settle any queries.
Help with anything admin related. Throughout the year you may need to obtain copies of dividend statements, change your bank details, take up a share purchase plan, etc. We will help you with anything that you require. We can also work with your accountant directly at tax time to help settle any queries.