Fischer Investment Group, Inc.

Fischer Investment Group, Inc. is a registered investment advisor founded in 1984, specializing in equity, mutual fund, ETF, and fixed income portfolios. The firm offers a non-discretionary, disciplined investment process called "Signals" to various clients. As of June 30, 2024, the firm had $403,234,911 in Regulatory Assets Under Management. Fischer Investment Group tailors advisory services to individual client needs, considering factors like risk tolerance and liquidity requirements. The firm does not provide personal financial planning services beyond cash flow projections and does not sponsor "wrap fee" programs. Management fees are billed quarterly based on a tiered fee schedule. Fischer Investment Group does not have a minimum annual fee or account size requirement. The firm does not accept performance-based fees and serves various clients, including individuals, corporations, and non-profits. Clients have investment discretion and may impose restrictions on their accounts. Fischer Investment Group's investment strategies focus on equity and fixed income securities, with a detailed research process guiding investment decisions. The firm does not engage in soft dollar commissions and maintains a Code of Ethics. Clients' assets are held by qualified custodians, and the firm does not maintain custody of client funds or securities. Fischer Investment Group may vote proxies on behalf of clients and maintains proxy voting policies. The firm does not require prepayment of client fees and has no financial conditions impairing its ability to meet commitments.