FISCHER INVESTMENT GROUP, INC.

Overview

Fischer Investment Group, Inc. is a privately owned advisory firm focused on managing assets for individuals and families, with advisory activity directed at portfolio management for individuals and small businesses. The firm shows a clear tilt toward equity-oriented strategies, with a sizable portion of client capital allocated to non-exchange traded equity positions alongside traditional pooled products. Fischer uses a mix of discretionary mandates and non-discretionary advisory relationships, and charges clients under a fee schedule that includes a percentage-of-AUM component as well as subscription and other fee arrangements. The firm is not an active ESG investor and does not present as a multi-state advisory platform. Investment emphasis is on customized equity exposure — delivered through separately managed accounts and mutual fund sleeves — supplemented by targeted allocations to real estate as an alternative. That mix positions the firm to serve affluent individual and family clients who need both direct-equity exposure and access to third-party alternative managers for diversification and income generation.

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Location & Offices