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

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(213) 553-7442