Investment Management
Charles Fish Investments, Inc. (CFI) manages large, fixed income (bond) portfolios for high-net-worth individuals and commercial banks.
Municipal Bond Management
We are experts in the field of municipal bond portfolio management and manage portfolios of $2 million or more for individuals and banks.
27 Years Of Financial Service
Founded in 1984, CFI is a Registered Investment Adviser with the Securities and Exchange Commission and with the CDC.
Bond Portfolio ManagementContact us for a consultation today!
Charles Fish Investments, Inc. (CFI) was founded in 1984 to bring together both the expert knowledge and market skills of the dealer community and the relentless pursuit of the customer’s best interest, free of conflicts of interest, through the structure of an investment management firm.
» read more about us
Who Is Charles Fish?View a full profile on Charles "Skip" Fish:
Currently Chariman and CEO of Charles Fish Investments, Mr. Fish was Chairman of Fish & Lederer Investment Counsel, Inc. from 1985 through 1996, Vice President of Smith Barney Harris Upham (1981-1985) and Vice President and Manager with Crocker National Bank (1970-1981).
» read the full profile
Constant Portfolio OptimizationHighly Rated Investment Management Firm.
A portfolio that is perfectly positioned for today’s market cannot possibly be as optimal six months from now. As market conditions change, portfolios must change or their ability to achieve the client’s objectives will deteriorate. We constantly optimize your portfolio to ensure the highest returns.
» read more on our services