Theodore Fisher

"Having experienced multiple market cycles, I have a keen understanding of the complex and personalized financial needs of each client."
About Theodore Fisher

Welcome

My team and I provide comprehensive wealth management services for high-net-worth families and institutional clients. With over 20 years of combined experience in the financial industry, we have invested clients' capital over the course of many market cycles. Our team is relationship-driven—we believe that identifying and understanding each client's differentiated needs is the key to delivering tailored strategies that help pursue these objectives.
Corporate services
Our primary focus is to develop and implement Defined Benefit Plans, Defined Contribution Plans, Deferred Compensation Plans, Cash Balance Plans and Corporate Equity Solutions. Our insights into the complexities of the marketplace provide our clients with an educated perspective and appropriate direction to address their corporate goals. Furthermore, our command of asset management strategies, plan design and administration, reporting obligations and regulatory policies assists clients in remaining fully compliant with requirements and deadlines.
End-to-end support
We find that experience matters to clients who seek corporate service support. By marrying our deep regulatory and compliance knowledge with substantial corporate investment capabilities, we are able to provide a full range of integrated and pragmatic consultative guidance that promotes the development and management of Corporate Retirement and Deferred Compensation Plans.
Our disciplined approach
The team's background in fixed income, equities and balance sheet lending makes us fluent in the sophisticated portfolio management and financial advisory needs that institutions require. We draw on our significant foundation in asset allocation, diversification and management to develop long-term strategies that help deliver success. The team embraces a measured approach, evolving our thought leadership over time rather than reacting to market conditions.
High-touch customer service
Our dedicated team helps ensure a seamless process to generate value for your company and executives. We strive to build excellent client relationships through ongoing communications. Our service model offers a single point of contact that fosters responsiveness and trust.
Total financial picture
As a natural complement to these services, we offer institutional-quality wealth management for high-net-worth individuals and corporate executives. With access to the world-class products and services offered through the global financial resources of J.P. Morgan, including a broad suite of transactional, asset management and investment advisory services, we assist clients with strategic investments, trusts and estates, private banking, philanthropy and credit.

Meet Our Team

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
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