Fischer Financial Services Inc

Fischer Financial Services, Inc. is a registered investment adviser founded in 1986 by Frederick D. Fischer, offering investment management services to institutions and individuals on a fee-for-service basis. The firm manages various account types, including Individual, Joint, IRAs, Corporate, and Trusts. They provide non-discretionary investment management services for pension plans and offer personalized strategies tailored to each client's financial needs. Fischer Financial Services follows an investment philosophy focused on achieving optimal returns with minimal risk, emphasizing long-term holding and careful selection of securities. Their fee structure is based on the account's market value, with minimum account sizes ranging from $250,000 to $5,000,000 depending on the account type. The firm operates as a fiduciary, acting in the best interests of clients and ensuring compliance with federal and state securities laws. Clients receive regular communication, performance monitoring, and access to detailed reports. Fischer Financial Services does not engage in performance-based fees, side-by-side management, or soft dollar arrangements. They do not have custody of client funds but exercise investment discretion with limited power of attorney. Clients have the option to vote on securities or delegate proxy voting authority to the firm. The firm's professionals, including Frederick D. Fischer, William B. Angino, and Thomas K. Baldwin, work together to supervise advisory activities, ensuring compliance with regulations and maintaining a client-focused approach to investment management.