Investment Counseling

Driven by a Disciplined, Fundamental Long-Term Approach

Since 1970

Investment Philosophy

Investment Philosophy

Jay A. Fishman, Ltd. analyzes securities through a fundamental approach based on primary and secondary sources.

Strategy

Strategy

Our investment strategy consists of owning good to high quality securities at attractive prices, including fixed income securities and common stocks, on a long-term basis with changes...

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Jay A. Fishman, LTD.

Jay A. Fishman, Ltd. provides investment counseling and portfolio management services to individuals, families, employee benefit plans, IRA’s and tax exempt institutions. The firm’s primary activities include investment management, portfolio reviews and personal financial consulting. Portfolios are individually managed with a disciplined investment philosophy and pursuant to each client's investment objective.

Our Firm

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.

 

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Team Members

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Jay A. Fishman

President, Founder

Todd M. Ifkovits, CFA

Senior Portfolio Manager

 

Viorica Fuchs

Associate Portfolio Manager

Eric Rogic Fishman

Investment Analyst

Diane Bedenko

Office Manager & Chief Compliance Officer

 

 

Laurie Clawson

Client Services

 

Amanda Fishman

Client Services

 

Gail Rutkowski

Client Services

Annie Knight

Client Services