GOLDEN GATE BRIDGE, San Francisco
Built with Bonds Dated July 1, 1935.
An original bond for the bridge hangs in the offices of Charles Fish Investments.
As a boutique money manager, CFI's mission is to offer tax efficient investment solutions designed to achieve a client's long term goals in the way that's best for them. Adding value to a clients' portfolio is at the heart of CFI's mission. It is our responsibility to actively employ the most suitable assets and strategies in a manner most effective for every individual account. It is our duty to devote the resources, intensity, and vigilance necessary to ensure all clients consistent, superior results.
The fundamental principle on which CFI was founded is that the best interest of the client comes first. Always.
You will receive personalized service with the utmost discretion. Our staff is experienced at coordinating with accountants, estate lawyers, planners, and consultants to insure effective asset/liability management. You are entitled to peace of mind. We deliver that peace of mind by building your confidence in our ability to apply our skills and resources to carry out strategies best suited to achieve your goals.
Our CFI team brings many years of expertise in trading, sales, credit research, compliance and operations. Our commitment to learning is part of our corporate culture. As such, each member is encouraged to invest time and effort to maintain the necessary skills and alliances within an extensive network of bond specialists. Our commitment to learning is part of our corporate culture. Please call our office at 949-296-3970 to meet the team or request our SEC disclosure form, ADV Part 2A. Historical performance is available upon request.
WELCOME
INFORMATION
Client Relationship Summary (CRS form)
ADV Part 2 A
ADV Part 2 B
Portfolio vs Funds
CFI Enhanced Yield Muni Bond Composite Disclosure
CFI Fact Sheet
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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