A complete list of active advisors currently associated with Jay A. Fishman, Ltd

Warmer can help you find a great advisor at Jay A. Fishman, Ltd or one who fits your needs even better.

Jay A. Fishman, Ltd. provides fee‑based investment counseling and discretionary portfolio management primarily to high‑net‑worth individuals and families, as well as corporations and charitable institutions. Client portfolios are separately managed with individually selected securities rather than packaged model portfolios or wrap programs, and the brochure reports the firm manages about $1.28 billion in discretionary assets across several hundred accounts. The firm describes a conservative, long‑term investment approach grounded in independent fundamental research and a mid/large‑cap GARP orientation, emphasizing a limited number of holdings (generally 20–25) and attention to tax consequences. Portfolio managers employ a top‑down security selection process, avoid short‑term trading and construct both equity and fixed‑income allocations to meet client objectives. Compared with many peer teams, the firm combines a long operating history (since 1970) with a relatively large amount of assets per advisor — four portfolio managers oversee the firm’s roughly $1.28 billion in discretionary AUM — while operating as a fee‑only, independent adviser. The brochure also highlights institutional familiarity (the founder’s prior roles in organizing and serving on bank boards) and a stated preference not to provide packaged products or standalone financial planning, underscoring a focus on concentrated, advisor‑managed portfolios.

To learn more about the advisors currently working at Jay A. Fishman, Ltd, 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.