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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-07-1987
- Office Locations
- 1
Office Locations
About Fischer Investment Group, Inc.
Fischer Investment Group, Inc. is an independent, privately owned RIA founded in 1984 with offices in Pittsford and Williamsville, NY. The firm provides discretionary and non-discretionary investment management for individuals and institutions including nonprofits, endowments, trusts, and retirement plans, using equity, mutual fund, ETF, and fixed-income bond portfolios. Fee-only with no commissions or 12b-1/soft dollars; it also offers its disciplined “Signals” process to other RIAs and broker-dealers.
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Owner & Executives
ROBERT JOHN FISCHER
Chief Compliance Officer, President, Secretary
- CRD
- --
- Ownership
- 75% or more
Jared Clement
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,289,032 | $1,028,033 |
| Non-Discretionary | $264,210,000 | $5,743,696 |
| Total | $421,499,032 | $2,118,086 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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