“Registered Investment Adviser” in Central PA

By Fred D. Fischer, President   Fischer Financial Services, Inc. is a “Registered Investment Adviser” in Central Pennsylvania.  We are different than most of the other “Registered Investment Advisers” in our area.  Most everyone else is a Wealth Management firm which is the latest terminology for a Financial Planning firm.  We are purely Investment Management…

Protecting Our Clients’ Best Interests

By Fred D. Fischer, President   As a “Registered Investment Adviser,” Fischer Financial Services, Inc. serves as a fiduciary for all of our clients.  Our ongoing mission is to protect our clients’ best interests by faithfully managing their investment accounts with the utmost integrity.  This is accomplished by placing the needs of our clients ahead…

What is a Professional Investment Manager?

By Fred D. Fischer, President   Today, just about everyone and anyone claims to be a “Professional Investment Manager.” The list includes attorneys, accountants, actuaries, wealth managers, financial planners, and bank trust departments. Why are the aforementioned not considered “Professional Investment Managers?” Based on my 30+ years of experience and knowledge as an expert witness,…

Central PA’s Asset Manager for Small Business Owners and Professionals

By Fred D. Fischer, President   Fischer Financial Services, Inc. serves as an Asset Manager for small business owners and professionals.  Our investment philosophy is to produce the best return with the least amount of risk.  Over the years, our firm has ranked as a “Top Gun” in the Informa Investment Solutions’ PSN database of…

Central PA Asset Manager is GIPS® Compliant

By Fred D. Fischer, President   We are an asset manager creating wealth by growing client portfolios.  Our firm may be the only one in Central PA which has a 25-year performance track record that is GIPS® compliant and verified by independent auditors.  GIPS standards were designed to provide assurance for investors who want reliable…

“Registered Investment Adviser” Serving as Investment Counsellors in Central PA

by Fred D. Fischer, President of Fischer Financial Services, Inc.   As a “Registered Investment Adviser” in Central PA, Fischer Financial Services, Inc. can refer to themselves as Investment Counsellors because the firm devotes 100% of its time and resources, and receives 100% of its revenues, for managing investment accounts only.  Few other firms in…

2nd Quarter 2018 – Market Commentary

By Gary C. Sanger, Ph.D., CFA It has been six months since passage of the Tax Cuts and Jobs Act, and we are beginning to see its stimulative effects on the U.S. economy. The post-recession bull market is now over nine years old, and shows no signs of slowing in the near future. Despite this…

10 Types of Trusts: A Quick Look

By Michael Cherewka, Esq. Considering the myriad of trusts available, creating an estate plan that works can seem daunting.  Here’s a look at the basics of ten common trusts to provide a general understanding. All you need to do when meeting with an estate planning attorney is share your goals and insight into your family…