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…
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,…
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…
By Fred D. Fischer, President Fischer Financial Services, Inc. provides asset management services to clients in 26 states. We expect to increase the number of states primarily by word of mouth referrals. Our success is a function of our world class service and performance.
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…
By Michael Cherewka, Esq. Trusts allow you to avoid probate, minimize taxes, provide organization, maintain control, and provide for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell your people what to do, when. While there are many types of trusts, the major distinction between…
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…