Comprehensive Fee-Only
Financial Advisors

Serving Westlake Village, Thousand Oaks, Agoura Hills,
Orange County, the Greater Los Angeles area, and beyond

Get a Free Portfolio Risk Analysis

A great tool to shed light on your “risk vs. reward” mindset. Is the risk level in your current portfolio in alignment with your risk tolerance?

Working with Fischer Investment Strategies

We are committed to providing the best financial solutions for your individual situation

FIS realizes that every client has different goals and a unique set of financial circumstances.  Our mission for every client is simple: to provide the highest expected rate of return, with the least amount of risk based on the client’s situation, using a low-cost, globally diversified and tax-efficient portfolio.
Financial Advisor, Westlake Village, CA

Initial Client Consulting

During our FREE initial Discovery Meeting, we gather information that allows us to create a financial plan.  From this foundation, we are able to provide financial planning, asset protection, risk management, tax planning, investment management, retirement planning and estate planning.
Financial Advisor, Westlake Village, CA

Understanding Your Financial Goals

Understanding your financial goals is essential for us to help you establish a clear path to reaching them.
Financial Advisor, Westlake Village, CA

Balancing Your Portfolio

After understanding our client’s goals, we create a low-cost, globally-diversified portfolio that aligns with the client’s assessed risk tolerance, and then we monitor and rebalance the portfolio as needed to maintain the appropriate risk level throughout our client’s investment horizon.

Keep Your Plan Up To Date

We understand priorities and goals can change, so we like to meet with our clients at least one or two times per year to keep their financial plan current and on track.

We Are Here for You

National Association of Personal Financial Advisors | NAPFA
Certified Financial Planner | CFP
Fee Only Financial Advisor

Fischer Investment Strategies is not connected or affiliated with Ken Fisher or Fisher Asset Management, LLC, owner of the trademark FISHER INVESTMENTS.