Investment Management - Irvine, California, United States
Charles Fish Investments, Inc. (CFI) provides separate account investment management services for affluent families seeking to preserve capital while maximizing return. We are dedicated to the task of securing for each individual account the best possible after-tax performance net of fees. We accomplish this by actively managing tailored portfolios in strict adherence to the strategic objectives of each client. It is our responsibility to employ the most suitable fixed income assets, typically municipal bonds, and strategies in a manner most effective for every account. It is our duty to devote the resources, intensity and vigilance necessary to insure all clients consistent superior results.
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