When working with our strategic partner Fischer Investment Group, you receive the type of advice that’s right for you, based on your needs, the complexity of your situation and the relationship you want with an investment professional.

When you choose to invest with us, you benefit from these core principles:

• You receive a level of ongoing, professional advice previously unavailable to most investors.
• We help you meet your goals with a disciplined investing approach designed to weather the ups and downs of the market.
• Your portfolio plan considers your preferences, your existing holdings and your long-term goals.
• We base our equity recommendations on institutional-quality research specifically designed to meet the needs of individual investors.
• You get advice that’s in your best interest, provided by Investment Consultants who focus uniquely on your specific needs.

Expertise

Fischer Investment Group has focused on equity, balanced and fixed income investment management for individual clients, corporations, estates and trusts, endowments, foundations and employee retirement plans since 1987. Our goal is to customize an investment plan to meet the needs of each individual client to ensure their financial success.

Client objectives are determined by developing a detailed Investment Policy Statement. This helps us determine the proper investment management process. The IPS is created during each client's initial portfolio review and includes the following specific guidelines for determining our client's objectives: composite choice, asset allocation guidelines, investment guidelines and cash flow requirements.