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