SEC CRD #801-6618
Jay A. Fishman, LTD - Investment Counseling Skip to content 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. Learn More Approach 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. Learn More 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. Learn More Team Members Jay A. Fishman President, Founder Todd M. Ifkovits, CFA Senior Portfolio Manager Viorica Fuchs Portfolio Manager Eric J. Fishman Portfolio Manager Diane Bedenko Office Manager Chief Compliance Officer Laurie Clawson Client Services Amanda Fishman Client Services Gail Rutkowski Client Services
DIANE C. BEDENKO
CCO
๐ (248) 740-9400
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AUM
$1.3B
Location
TROY, MI
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