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 30-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…

What is an Investment Counsellor?

By Fred D. Fischer, President Wealth management firms by definition cannot hold themselves out to be “Investment Counsellors.” The Investment Advisors Act of 1940, regulating “Registered Investment Advisers” in the U.S., states that a substantial part of its business consists of rendering investment supervisory services. Wealth managers earn a portion of fees by providing financial…