Fischer Financial Services, Inc. is an independent investment management firm serving clients across the United States of America. The firm specializes in investment management for institutions and individuals and is a "Registered Investment Advisor" with the U.S. Securities and Exchange Commission.
By Fred D. Fischer, President Wealth management firms by definition cannot hold themselves out to be "Investment Counsellors." The Investment Advisors Act of 1940, regulating "Registered Investment Advisers" in the U.S., states that a substantial part of its business consists of rendering investment supervisory services.
By Fred D. Fischer, President Wealth management firms by definition cannot hold themselves out to be "Investment Counsellors." The Investment Advisors Act of 1940, regulating "Registered Investment Advisers" in the U.S., states that a substantial part of its business consists of rendering investment supervisory services.
Services
Fischer Financial Services, Inc. is an independent investment management firm located in Harrisburg, Pennsylvania. Established in 1988, the firm now serves clients nationwide. Fischer Financial Services, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. In today's complex and fast-paced world, investment management is not a part time job.
I am the President and Senior Portfolio Manager at Fischer Financial Services, Inc. Our firm specializes in investment management for individuals and institutions, and we are a "Registered Investment Adviser" with the U.S. Securities and Exchange Commission. While Fischer Financial Services, Inc. has grown considerably since 1988, the firm continues to emphasize its commitment to each client.
It is our firm's investment philosophy to invest with a long-term outlook. When an asset is purchased, it is expected to be held longer than three years. Based on this outlook we are not quick to sell a security unless conditions have deteriorated so rapidly that quick action is required. A byproduct of this investment process is low turnover in our accounts.
If one of the seven templates does not fit the client's needs, we can develop a custom solution that will. Our investment tools include: Individual large-cap equities; Passive and active no-load mutual funds; "A" rated or higher, shorter term bonds; and Government debt, CD's, and money market funds.
In order to maintain the highest level of professionalism and ensure that the performance statistics that we provide are accurate and based on the principles of fair representation and full disclosure, we have decided to invest significant resources to become and maintain GIPS compliance.
As you compare our firm to others, we encourage you to determine if other money managers or financial planners/advisers are GIPS compliant and if they are verified by an independent third party.GIPS is the globally recognized standard for investment professionals to present their past performance to prospective clients, and compliance with these standards is considered "best practice."
As you compare our firm to others, we encourage you to determine if other money managers or financial planners/advisers are GIPS compliant and if they are verified by an independent third party.GIPS is the globally recognized standard for investment professionals to present their past performance to prospective clients, and compliance with these standards is considered "best practice."
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