920 Hampshire Road
Westlake Village, CA 91361
Telephone: (805) 418-7686
Fax: (866) 279-7711
Fischer Investment Strategies (“FIS” or “We”) provide retirement plan consulting services to employer plan sponsors on an ongoing basis. Generally, we furnish such consulting services consist of assisting employer plan sponsors in establishing, monitoring and reviewing their company's participant-directed retirement plan. As the needs of the plan sponsor dictate, areas of advising could include: investment options, plan structure and participant education. All retirement plan consulting services shall be in compliance with the applicable state laws regulating pension consulting services. This applies to client accounts that are retirement or other employee benefit plans (“Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and we accept appointments to provide our services to such accounts, we acknowledge that we are a fiduciary within the meaning of Section 3(21) or 3(38) of 4 ERISA as designated by the Retirement Plan Consulting Agreement with respect to the provision of services.
We do not render legal, accounting, or tax advice. It has been prepared exclusively for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any performance data quoted represents past performance. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results.
Disclaimer of Warranties and Liability
Inaccuracies, Errors, and Downloads
This site may contain inaccuracies or typographical errors. FIS does its very best to ensure the integrity and security of it sites, but does not warrant that this site, its servers, or e-mail sent from this site are free of viruses or other harmful components. Downloading any material is done at one’s own risk, and FIS cannot be responsible for any damage to a user’s computer system or loss of data that results from the download of any material. FIS shall not be liable for any direct or indirect damages arising out of, resulting from, or in any way connected with the use or the inability to use, any delay in, or the performance of this Site.
External Links and Third-party Content
The FIS website may contain external links to third party content. The policies and procedures governing these third party sites may differ from those effective on the FIS website, as outlined in these Disclaimers. As such, FIS makes no representations whatsoever regarding any third party content/sites that may be accessible directly or indirectly from the FIS website. Linking to these third party sites in no way implies an endorsement or affiliation of any kind between FIS and any third party, including legal authorization to use any trademark, trade name, logo, or copyrighted materials belonging to either entity.
FIS is registered with the Securities and Exchange Commission. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where FIS and its IA representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.
View our Form ADV Part 3 (Form CRS)