A complete list of active advisors currently associated with Charles Fish Investments, Inc.
Warmer can help you find a great advisor at Charles Fish Investments, Inc. or one who fits your needs even better.
Charles Fish Investments, Inc. provides discretionary investment management through separately managed accounts to individuals, high‑net‑worth clients, trusts, estates, retirement accounts and select institutions. The firm also offers sub‑advisory services to other registered advisers and, upon request, non‑discretionary management and consulting such as account analyses. CFI’s investment approach is active and fixed‑income focused, with particular emphasis on the municipal bond market — including tax‑exempt and taxable municipals, Build America Bonds, notes, direct‑subsidy and qualified tax‑credit bonds, limited public offerings and private placements — and the firm may use forward settlements up to 91 days. For multi‑asset solutions the firm implements equity exposure through individual stocks, ETFs and mutual funds, performs periodic rebalancing with tax considerations, and relies on internal research and long‑standing industry relationships to guide decisions. Noteworthy distinctions include an ownership and referral affiliation with Brentview (CFI may allocate or recommend Brentview as a Sub‑Advisor and discloses sharing advisory fees on cross‑referrals), a conflict the brochure explicitly describes. The brochure also indicates the firm reports and advertises performance results (while cautioning that past performance is not indicative of future results), and CFI’s relatively small client roster and concentrated advisory team support a highly personalized investment practice.
To learn more about the advisors currently working at Charles Fish Investments, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Charles Fish Investments, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 30
| |
Irvine, CA
| 9
| |
Summerville, SC
| 29
| |
Irvine, CA
| 11
|
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