FISHSCALES

Note:  The scales, published monthly, represent CFI's opinion of approximate bond values (offered side) at the close of business, for the date shown. The scales assume par bonds and should be used as a general reference only. They are based on recent market activities and data from sources we believe to be reliable. CFI does not guarantee the accuracy of the above information.

 

*A medium grade non-rated assessment district bond with approximately 15:1 value-to-lien ratio, modest delinquencies and no tax concentration.

STRATEGY

PORTFOLIO VS

FUNDS

30 Corporate Park | Suite 410

Irvine, California 92606

Email

Phone: 949 296 3970

INFORMATION

Client Relationship Summary (CRS form)

ADV Part 2 A

ADV Part 2 B

Portfolio vs Funds

CFI Enhanced Yield Muni Bond Composite Disclosure

CHARLES FISH INVESTMENTS, INC. (CFI), founded in l984, is a Registered Investment Adviser with the Securities and Exchange Commission under the Investment Act of l940. CFI is an affiliated subsidiary of Brentview Investment Management, LLC.  CFI’s revenues are derived exclusively from the fees received for the investment advisory and/or management services provided.

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