Driven by a Disciplined, Fundamental Long-Term Approach

Since 1970

Investment Philosophy

Investment Philosophy

Concentration is placed on good to high-quality securities with durations in the intermediate to longer-term time horizons.

Unique Approach

Unique Approach

We do not believe that asset allocation and over-diversification produce superior long-term returns. Instead, we seek to achieve a superior total return through capital appreciation and dividend and interest income.

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.

We provide investment counseling and portfolio management services to individuals, families, employee benefit plans and IRAs and tax-exempt institutions.

Our executive office is located in Troy, Michigan.


Team Members


Jay A. Fishman

President, Founder

Todd M. Ifkovits, CFA

Senior Portfolio Manager


Viorica Fuchs

Associate Portfolio Manager

Eric J. Fishman

Investment Associate

Diane Bedenko

Office Manager & Chief Compliance Officer



Laurie Clawson

Client Services


Amanda Fishman

Client Services


Gail Rutkowski

Client Services