Fischer Investment Strategies
About
Fischer Investment Strategies is a fee-only, independent Fiduciary and Certified Financial Planning firm based in Westlake Village. We create and manage personal portfolios, company retirement plans including 401k startups, AND provide comprehensive financial planning to retired and busy successful people.
We are NOT a "fee-based" advisor. Instead, we work on a flat fee or hourly schedule which is called "fee-only". We do not sell investments, insurance, nor do we earn commissions or kick backs of any kind. Our incentive is the same as our client. The more money we make for them, the more money we make; the less money we make for them, the less money we make.
With over 25 years of experience, we utilize cutting-edge, evidence-based investment strategies that are endorsed by the top business schools in the country. Our mission is simple: provide the highest expected rate of return with the least amount of risk for our client's situation at a very low cost.
We can meet in person or do video conferencing whichever is preferable. We love helping our clients succeed in accomplishing their personal and retirement goals. We would love to help you too. Please call us for a free consultation.