About Our Wealth Management Firm – Fischer Stralem Advisors

Wealth & Retirement Planning

Multi-Generational Planning

Pre-Liquidity Planning

Tax Planning

Trust & Estate Planning

Charitable Gift Planning

Mortgages, Lines of Credit & Portfolio Lending

Private & Public Investment Solutions

Proprietary US Equity Management

Why Fischer Stralem?

Fiduciary Standard

As fiduciaries, we have a fundamental obligation to act in the best interests of our clients and are committed to upholding the fiduciary standard's duties of loyalty and care.

Customized Solutions

We pride ourselves on providing highly personalized service and investment solutions tailored to your unique spending, savings, charitable, retirement and legacy objectives. We work closely with you, your family and your tax and legal advisers to understand your goals as well as your tolerance for risk. With that knowledge in hand, we are better able to help you reach for your objectives within your comfort zone.

We bring rigor, organization and prioritization to your finances using principles we adhere to ourselves. Our approach provides the discipline to help you maintain a long term outlook and forgo Wall Street fads driven by hype.

Alignment of Interest

We invest in many of our recommendations alongside you, aligning our interests with yours. As a multi-generational practice, we understand the specific challenges you face and tap into our experience to offer perspective and recommendations so you can make informed decisions.

We stay connected, talking and meeting with you regularly to answer questions, update you on performance, stay informed of changes in your life and collaborate on strategy.

Hybrid Architecture

We believe in active management and seek exposure to broad asset categories through investments in proprietary strategy and third party actively-managed funds. We may also recommend achieving exposure to an asset class through passive investment vehicles where they represent the best choice.

We believe that the risk/return tradeoff you face in an investment is enhanced through investment research and thoughtful portfolio construction that hews carefully to principles implemented by experienced and successful managers.

Experience

For over two decades, Fischer Stralem’s principals have helped clients build long-term wealth through discipline, insight, and conviction. As investors ourselves, we have encouraged clients to remember the lessons of the past, enabling them to stick to their investment plans and withstand market fads.

We know that when it comes to building, sustaining and growing wealth over time, the impact of preserving capital in falling markets can far outstrip the importance of outperforming the market in rising ones.

Research-Driven

Our research team analyzes and evaluates the investment choices to represent each asset class in your allocation.

Within each category, Fischer Stralem’s research team conducts an ongoing due diligence process on selected fund managers and potential new fund managers to evaluate elements such as the fund’s degree of asset class conformity, investment style, risk-adjusted performance, volatility, costs, management fees, investment minimums, size, length of time the fund has existed, manager turnover, and experience.

About Us

Our History