Charles Fish Investments, Inc.

Tuan Ly is a financial advisor with Charles Fish Investments, Inc. He holds a Series 65 license and has nine years of industry experience. Prior to joining Charles Fish Investments, he worked at Cetera, Avantax Advisory Services, and Gerry Andrade & Associates Inc., where he also assisted with wealth management and client service tasks. Charles Fish Investments, Inc. manages discretionary fixed-income portfolios primarily for high-net-worth individuals, trusts, and institutional clients, focusing on active municipal bond management with an emphasis on credit quality and risk control.

Betsy Shelton is a financial advisor at Charles Fish Investments, Inc. with 28 years of industry experience. She holds a Series 63 designation and has been with Charles Fish Investments since 2013. Charles Fish Investments, Inc. provides discretionary fixed-income investment management primarily for high-net-worth individuals, trusts, and institutional clients, focusing on active, credit-focused municipal bond strategies. The firm manages approximately $342 million in client assets and offers tailored separately managed accounts, sub-advisory services, and non-discretionary mandates on a case-by-case basis.

Anh Tran is a financial advisor at Charles Fish Investments, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Charles Fish Investments since 2014. Charles Fish Investments, Inc. specializes in discretionary fixed-income investment management, primarily serving high-net-worth individuals, trusts, and institutional clients with separately managed accounts tailored to individual goals. The firm’s approach focuses on active, credit-focused municipal bond management using internal research, proprietary models, and market relationships to invest across a range of fixed-income instruments.