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We work closely with clients to chart their own course for investment success. Designing and implementing strategies tailored to individual goals, beliefs, and investing habits empowers clients to reap the rewards of a long-term disciplined approach. Because financial markets are constantly shifting, we use a broad range of tools to manage risk and uncover new opportunities.

John Fischer earned a B.A. and M.A. from the University of Pennsylvania and Ph. D. in Mathematics from Yale University. After a brief academic career, he worked for Citigroup as a statistician, building risk models for consumer lending. Recruited by McKinsey & Company to bring analytical capabilities to their marketing practice, he later transitioned to the role of strategy consultant, working in New York, Tokyo, and Seoul.
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