A complete list of active advisors currently associated with Fischer Financial Services Inc
Warmer can help you find a great advisor at Fischer Financial Services Inc or one who fits your needs even better.
Fischer Financial Services, Inc. provides fee-for-service investment management to a mix of individual and institutional clients, including corporations, non-profits, pension and 401(k) plans, physician and medical groups, and law offices. Services include discretionary portfolio management across account types (individual, joint, IRAs, trusts, endowments) and non-discretionary advisory support for pension plan trustees. The firm describes a bottom-up, buy-and-hold investment approach with an emphasis on long holding periods (securities generally expected to be held more than three years) and relatively low turnover; equity allocations favor large-cap growth for larger accounts and no-load mutual funds for smaller accounts, while fixed income is used in moderate-to-conservative mandates. Portfolios are constructed from seven risk templates ranging from Worldwide Aggressive to Ultra Conservative, and the firm limits certain risks by avoiding margin, options, junk bonds, derivatives, and limited partnerships. Noteworthy features include managing roughly $636 million of discretionary assets with a compact advisory team, so the firm operates with a high AUM-per-advisor profile and reports no non-discretionary AUM. Fischer also frames itself as operating under a “professional investment manager” model—providing time- and size-weighted quarterly performance reporting, maintaining historical performance records, and enforcing written policies for trade pre-approval, code of ethics, and compliance oversight—while also offering ERISA-related advisory services for retirement plans.
To learn more about the advisors currently working at Fischer Financial Services 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.
Name |
Location |
Years of experience |
|---|---|---|
Harrisburg, PA
| 25
| |
Harrisburg, PA
| 16
| |
Harrisburg, PA
| 34
| |
Harrisburg, PA
| 0
|
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