# Fischer Investment Strategies

Fischer Investment Strategies is a Bank / Wealth / Trust based in Westlake Village, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** Westlake Village, CA, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** fisfp.com
- **LinkedIn:** https://www.linkedin.com/company/fischer-investment-strategies

## Regulatory record

- **CRD number:** 156883
- **SEC file number:** 801-116986
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-11T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156883

## About

Fischer Investment Strategies opened in 2011 as a registered investment advisor in Westlake Village, California. Founder Joseph Fischer structured the practice around fee-only planning and discretionary portfolio management for individual clients, high-net-worth families, and charitable entities. The firm's location in the Conejo Valley positions it to serve both the greater Los Angeles metro area and Ventura County. The firm builds concentrated equity and fixed-income portfolios using individual securities rather than packaged funds. Client accounts hold directly owned stocks and bonds, which allows customized tax-loss harvesting and avoids embedded fund fees. The approach covers large-cap US equities, municipal and corporate fixed income, and cash management. The geographic focus remains Southern California, with client relationships concentrated in Los Angeles and Ventura counties. Team size and total assets under management are not publicly disclosed. Fischer Investment Strategies does not operate additional offices, maintain a venture capital affiliate, or sponsor pooled investment vehicles. The firm's ADV filing describes services to individuals, high-net-worth individuals, and charitable organizations, with no institutional separate-account business evident from public records. Fischer's independence as an RIA is the defining structural feature. Unlike advisors at large broker-dealers, the firm has no proprietary products to distribute and no sales quotas. This fiduciary-only posture is the key distinction for clients evaluating whether to consolidate assets with a boutique rather than a national platform.

## Questions

### Is Fischer Investment Strategies a fiduciary?

Yes. As a registered investment advisor, Fischer Investment Strategies is held to the fiduciary standard under the Investment Advisers Act of 1940. This means the firm must act in its clients' best interests, disclose conflicts, and cannot place its own interests ahead of the client. The firm operates on a fee-only basis, eliminating commission-driven conflicts that arise at broker-dealer affiliated advisors.

### Who makes investment decisions at the firm?

Joseph Fischer, the founder, is listed on the firm's Form ADV as the sole principal and investment decision-maker. Public records do not identify additional portfolio managers, analysts, or an investment committee. For a prospective client, this means investment decisions rest with one individual, which concentrates both intellectual continuity and key-person risk.

### What is the firm's known posture on co-investments or club deals?

Fischer Investment Strategies does not appear to offer co-investment opportunities, club deals, or syndicated private placements. As an RIA focused on individual security portfolios, its model does not match the GP/LP structure typical of family offices that source direct private deals. Allocators evaluating the firm as a deal-flow partner will find a traditional liquid-portfolio manager, not a co-investment vehicle.

## Related profiles

- [Fischer Financial Services](https://altss.com/profile/fischer-financial-services)
- [Fischer Wealth Advisors](https://altss.com/profile/fischer-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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