CHARLES FISH INVESTMENTS, INC.

Overview

Charles Fish Investments, Inc. is a small, privately held advisory firm that has been registered with the SEC since 1996 and focuses on portfolio management for individual and family clients as well as small businesses and institutions. The firm runs on a mix of percentage-of-AUM and fixed fees and operates as a discretionary manager across its client base. Its stated investment posture is conservative and fixed-income–oriented: the majority of assets are allocated to state and local bonds (municipal securities), with supplemental exposure through mutual funds and select private placements. The firm does not present itself as an ESG-focused manager, is not positioned as a multi-state adviser in regulatory filings, and does not act as a third‑party capital allocator. Advisory activity is concentrated on managing discretionary separate accounts and model-driven fixed-income strategies tailored to the income needs and tax profiles of individual and institutional clients.

Assets & Accounts

Investments & Alternatives

Location & Offices