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Fisher Financial Strategies
FISHER FINANCIAL STRATEGIES is an SEC-registered investment adviser in CAMBRIDGE, MA. It has 1 employee and 1 investment adviser. The firm is based in...
Fisher Financial Strategies
FISHER FINANCIAL STRATEGIES is an SEC-registered investment adviser in CAMBRIDGE, MA. It has 1 employee and 1 investment adviser. The firm is based in Massachusetts.
General information
Firm type
null
Year founded
1995
Location
Region
North America
Country
United States
City
Cambridge
Corporate office
Cambridge, MA, United States
Principals
Michael A. Fisher
Founder and President
Sector focus
Frequently asked questions
What does Fisher Financial Strategies actually do?
The firm designs and manages customized options-based strategies — primarily covered-call writing, put-selling, and tail-risk hedging programs — for institutional investors. Portfolios are structured around S&P 500 index options, with strike levels and notional exposures tailored to each client's liability profile. The firm manages separate accounts, not commingled funds.
Who runs investment decisions at the firm?
Michael A. Fisher, the firm's founder and president, runs the investment process. He established the firm in 1995 and has been executing options-based strategies for institutional clients since its founding.
Is Fisher Financial Strategies a hedge fund?
No. The firm operates as a specialized investment adviser managing separate accounts for institutional clients — pension funds, endowments, and foundations — rather than a pooled hedge fund vehicle. Its strategies use options overlays to engineer defined-outcome profiles, but the structure is advisory, not fund-based.
Does the firm run commingled funds or only separate accounts?
Fisher Financial Strategies manages separate accounts exclusively. Each mandate is customized to the client's specific collateral constraints, risk budget, and target income or hedging profile. The firm does not offer a pooled fund structure.
What asset classes do the firm's strategies cover?
The firm's strategies are primarily built on equity index options, predominantly S&P 500 options, but can extend to fixed-income and multi-asset mandates. The overlay approach is asset-class-agnostic in concept, though equity derivatives form the core of the firm's historical track record.
How does Fisher Financial Strategies source its clients?
The firm relies on a lean, research-centric model with a single office in Cambridge, Massachusetts. Client relationships are built through direct institutional engagement rather than a wholesale distribution platform or intermediary channel, consistent with the firm's specialized, high-touch mandate structure.
Does Fisher Financial Strategies compete with OCIO providers?
No. The firm functions as an overlay manager that integrates with a client's existing asset-allocation framework, not as a discretionary total-portfolio manager. It competes against other derivatives specialists and option-overlay providers rather than full-service OCIO firms.
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