Who We Are:

 

Fischer & Company is a private wealth manager serving ultra-high-net-worth individuals, families, and middle market institutions.

 

With over 35 years of investment experience, we are well positioned to provide guidance in protecting and growing capital over multiple generations and business cycles.


Our Focus

Help Preserve and Grow Capital

Fulfill Wealth Management Needs

Alignment of Interest

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Our Mission

At Fischer & Company, we form a true partnership with our clients and serve as trusted advisors. Our dedicated team is committed to delivering customized solutions to help safeguard and simplify our clients’ financial lives while striving to preserve and grow their capital. We understand that each of our clients has distinct needs that are constantly evolving. We provide thoughtful solutions to help reach their objectives and ensure continuity and succession from one generation to another.

- Help preserve and grow capital for today and tomorrow
- Create customized solutions that meet clients’ goals and objectives
- Organize and simplify financial life so clients can focus on other things
- Empower clients with a dedicated team providing high-touch service
- Provide multi-generational continuity 
- Develop succession plan

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Our Fiduciary Pledge

We are committed to upholding the fiduciary standard: a binding promise to place clients’ interests first with undivided loyalty. We do not sell proprietary products. There are no hidden fees. Through our partnership with HighTower, we have access to a vast array of quality, sophisticated investment managers to implement both long-term and tactical strategies.

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Why Fischer & Company?

Fiduciary Standard

We always put the client’s interests first and utilize a conflict-free business model.

Bespoke

We are entrepreneurial in spirit and in practice and create customized solutions for each of our clients. 

Alignment of Interest

Our principals invest alongside our clients and have no affiliations with outside managers.

Open Architecture

We have access to a robust universe of third-party managers, and we only invest with quality managers without conflicts of interest.

Experience

Our investment acumen is derived from 35 years of guiding clients to successfully navigate multiple market cycles. 

Access

We source distinct proprietary investment opportunities to help fulfill our clients’ needs.