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Charles Fish Investments, Inc. (CFI) manages large, fixed income (bond) portfolios for high-net-worth individuals and commercial banks. We are experts in the field of municipal bonds and manage tailored portfolios of $2 million or more for individuals. Founded in 1984, CFI is a Registered Investment Adviser with the Securities and Exchange Commission, under the Investment Act of 1940 and with the California Department of Corporations.
The firm, which is wholly owned by its founder, Charles W. Fish, and its employees, is not affiliated with any broker, dealer or parent corporation. CFI's revenues are derived exclusively from fees for investment advisory and/or management services provided.
CHARLES FISH INVESTMENTS, INC.
2010 Main Street, Suite 130 Irvine, California 92614 (949) 296-3970 Fax (949) 296-3974
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