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