Jay A. Fishman, Ltd. is an independent investment counseling firm registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. The Company was incorporated in the State of Michigan in April 1970. Our executive office is located in Troy, Michigan.
We provide investment counseling and portfolio management services to individuals, families, employee benefit plans and IRA’s and tax exempt institutions. The firm’s primary activities include investment management, portfolio reviews and personal financial consulting. Portfolios are individually managed pursuant to each client’s investment objective and with a disciplined investment philosophy. Our clients are based throughout the United States and in Europe.
Our investment approach has remained consistent since our founding in 1970. Our primary objective is to achieve attractive investment results for our clients in accordance with their investment objectives.
Jay A. Fishman, Ltd. is not registered as a broker or dealer and is not affiliated with any broker dealer, investment company, financial institution or other investment advisor.
The discretionary management of common stock and fixed income assets.
Custom-tailored portfolios based on rigorously defined investment objectives.
The strong emphasis on a total return approach consisting of capital appreciation, dividends and interest income.
An emphasis on the ownership of a limited number of good to high quality, medium to large capitalization common stocks selected by a disciplined fundamental, long term approach.
