Fischer Investment Group

Fischer Investment Group

Robert J. Fischer founded Fischer Investment Group in 1984, building an independent, privately owned RIA based in Pittsford, New York with an additional office in Williamsville. Fischer, who previously served as Senior Vice President of a family-owned insurance brokerage, has led the firm for over 25 years and does not disclose the wealth origin underpinning the business. The firm allocates client capital across four primary asset classes: equity, mutual funds, exchange-traded funds (ETFs), and fixed income bonds. It offers both discretionary and non-discretionary portfolio management, and markets a separate, rules-based investment framework called "Signals" to registered investment advisors and broker-dealers. Fischer Investment Group does not claim direct investments, private company holdings, or any venture-stage activity; its portfolio is publicly traded securities and funds. The firm serves individuals, corporations, non-profits, endowments, trusts, and retirement plans — all within the United States. Fischer employs a small team including President Bob Fischer, Chief Investment Officer Jared Clement (promoted to CIO in 2021 after joining as a research analyst in 2015), and Operations Manager Joanna Burdett. The firm operates free of any parent company, bank, or brokerage affiliation, and it does not accept brokerage commissions, A-share commissions, 12b-1 fees, or soft-dollar compensation. No philanthropic foundation or separate investment vehicle is disclosed. Fischer Investment Group structurally distinguishes itself through its fee-only, conflict-free model enforced by an SEC registration as an RIA. The firm also offers a non-discretionary investment option, "Signals," which is unusual for a traditional RIA and targets external advisors seeking an off-the-shelf disciplined process. Succession appears to involve internal promotion — Clement rose from research analyst to CIO over six years.