Access information about the many different types of clients we service and accounts we
offer including individual personal accounts, IRAs, corporate 401(k) plans, and endowment funds for
non-profit organizations.

Fischer Investment Group has focused on equity, balanced and fixed income investment management for individual clients, corporations, estates and trusts, endowments, foundations and employee retirement plans since 1987. Our goal is to customize an investment plan to meet the needs of each individual client to ensure their financial success.

Investment Policy Statement
Client objectives are determined by developing a detailed Investment Policy Statement. This helps us design the proper investment management process to suit each individual client's needs. The IPS is created during each client's initial portfolio review and includes the following specific guidelines for determining our client's objectives: composite choice, asset allocation guidelines, investment guidelines and cash flow requirements.

Accounts Serviced
FIG offers a wide range of account types for each client. Our team possess' a wide range of investment expertise to help the individual, institution or corporation choose the account(s) that best suit their needs. We are capable of opening and servicing the following accounts:

Managed Accounts (learn more)
- Equity click here
- Fixed Income click here
- Balanced (equity, fixed income and cash) click here
- Tactical Asset Allocation (mutual funds) click here

Retirement Accounts (learn more)
- IRA (regular and roth)
- 401k
- SEP
- 403b

Corporate Accounts (learn more)
- 401k
- 403b
- Pension Plans
- Profit Sharing Plans

Non Profit Accounts (learn more)
- Endowments
- Trusts & Estates

If you would like more information about any of these account types or you would like to meet with someone from our team to determine which account type best suits your needs please contact one of our offices. We would be happy to help in any way we can. Be sure to ask for a free consultation on your existing account(s) or setting up a new account. Contact Us