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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