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Fairlead Strategies LLC
Fairlead Strategies is an independent research firm and related adviser based in Greenwich, Connecticut. The firm helps investors support tactical...
Fairlead Strategies LLC
Fairlead Strategies is an independent research firm and related adviser based in Greenwich, Connecticut. The firm helps investors support tactical decision-making and risk management through technical analysis, disciplined market research, and rules-based investment strategies. It provides technical research, consulting, and asset management solutions, including research covering equities, sectors, ETFs, commodities, currencies, Treasuries, and cryptocurrency.
General information
Firm type
other
Year founded
2018
Location
City
Greenwich
Principals
Katie Stockton
CMT — Founder and Managing Partner
Dan Wychulis — President & COO
Tom Herrick — Chief Revenue Officer
Will Tamplin
CMT — Senior Technical Analyst
Chris Olsen — Technical Analyst
Lucy Santora — Client Operations Associate
Sector focus
Frequently asked questions
Does Fairlead Strategies manage capital or only provide research?
Fairlead Strategies does not manage external capital. It operates as an independent research boutique, providing technical analysis reports and custom advisory services to institutional clients (per the firm's public communications).
How does Fairlead Strategies generate trade signals?
The firm applies a rules-based methodology combining trend-following indicators like moving averages with counter-trend oscillators such as stochastic readings and MACD. Signals are applied across multiple time frames—daily, weekly, and monthly—across asset classes.
What asset classes does Fairlead Strategies cover?
Fairlead Strategies covers U.S. equities, international equities, sector ETFs, commodities, currencies, and fixed income instruments. Its research spans both individual securities and broad market indices (per the firm's website).
How does Fairlead Strategies compare to fundamental research firms?
Fairlead Strategies exclusively employs technical analysis—studying price patterns, volume, and momentum—rather than analyzing financial statements or economic data. This makes it a specialized alternative to traditional fundamental research providers.
What is the firm's stance on risk management?
Fairlead Strategies integrates risk management into its research by providing clear stop-loss and take-profit levels on each trade idea, based on identified support and resistance points. Subscribers receive ongoing updates to adjust positions as market conditions change.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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