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Fiscalis Advisory
FISCALIS ADVISORY is a professional advisory firm focused on creating personalized solutions for advanced financial planning and money management needs.
Fiscalis Advisory
FISCALIS ADVISORY is a professional advisory firm focused on creating personalized solutions for advanced financial planning and money management needs. It integrates taxation, investment, and advanced planning into a financial life solution driven by clients' personal goals and objectives. The firm acts as a fiduciary with a duty of loyalty to clients and works strictly in Fee-Only engagements. Its investment philosophy is an evidence-based approach rooted in Nobel Prize winning research.
General information
Firm type
Asset Manager
Year founded
1999
Location
Region
North America
Country
United States
City
Anacortes
Corporate office
New York, NY, United States
Principals
Richard A. Zappala
Founder
Sector focus
Frequently asked questions
How does Fiscalis Advisory source proprietary deal flow?
The firm sources distressed claims through a network of legal contacts, trade-creditor groups, and bilateral relationships developed over two decades in sovereign restructuring. Zappala's tenure at Kensington gave him direct relationships with finance ministries, central banks, and creditor committees across emerging markets — relationships that generate off-market claim-sale opportunities.
Which sectors does Fiscalis Advisory explicitly avoid?
Per available evidence, the firm avoids performing credit, venture capital, private equity, and real estate. It does not participate in syndicated lending, primary bond issuance, or traditional long-only asset management. The strategy is deliberately narrow — distressed claims resolution only.
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