Building and maintaining expertly tailored, tax efficient portfolios for families of wealth is what we do. Achieving this requires many things, but it comes down to this: sustained success requires knowledge, experience and industry. Passive management (buy and bury) has little chance of success. Charles Fish Investments, Inc. (CFI) believes that only active management with vigilance and hard work will produce superior structure, superior quality and superior performance.

 

CFI’s clients have benefited from this philosophy since the company's founding in 1984. After fourteen years in the securities business, founder Charles “Skip” Fish recognized that clients needed individually tailored portfolios for their bond assets. They also needed the expertise and market skills of municipal bond traders and analysts in an arrangement that would align the interests of the client and adviser. Skip believed that the means of  securing these was as a registered investment management firm.

 

We are extremely conservative.

We are extremely aggressive.

 

Although these statements seem to contradict one another, they are in fact complimentary. We want the best of both worlds: portfolios that mitigate risk while providing competitive returns. At CFI, we believe it is not necessary to accept greater risk in order to achieve higher rewards. But it requires in-depth research, consultation with the right specialists, and securing accurate first hand information. Wise decisions are informed decisions. Our philosophy, therefore, is to apply that knowledge to each and every portfolio with the intensity required to secure the best results.