Fischer Investment Strategies, LLC
Fischer Investment Strategies, LLC is a registered investment advisory firm headquartered in Westlake Village, California. Founded in 2011, the firm operates with a team of approximately 5 employees and serves clients nationwide, focusing on individuals including high net worth clients. The firm provides fiduciary, fee-only advisory services including comprehensive financial planning, portfolio management, tax-efficient strategies, and exclusive private market opportunities such as pre-IPO investments. Fischer Investment Strategies is NAPFA certified, emphasizing a true fiduciary standard with no commissions, and caters mainly to U.S.-based individuals seeking dedicated financial and investment guidance.
Investment Strategy
Fischer Investment Strategies builds globally-diversified, low-cost portfolios tailored to each client’s goals and risk tolerance, with ongoing monitoring and rebalancing to ensure alignment throughout the client’s investment horizon. The firm specializes in comprehensive financial planning, including cash flow analysis, tax efficiency, and education funding strategies. It offers select clients access to pre-IPO investment opportunities and private placements, leveraging its network and due diligence process to make institutional-quality investments available to qualified individuals. As a fee-only fiduciary, Fischer strictly avoids commissions and works solely in clients’ best interests, meeting regularly with clients to keep their plans current and on track.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 13.84% | $20.6M | 307,722 | $62.40 | $67.02 | -$6.9M |
B BUFD | FIRST TR EXCHNG TRADED FD VI | 10.15% | $15.1M | 569,210 | $25.18 | $26.56 | +$3.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.25% | $12.3M | 25,312 | $528.82 | $485.77 | -$820.0K |
S SPMO | INVESCO EXCH TRADED FD TR II | 7.55% | $11.2M | 99,987 | $108.57 | $112.47 | +$9.6M |
U URTH | ISHARES INC | 6.02% | $9.0M | 52,943 | $155.09 | $169.38 | +$1.8M |