Gerstein Fisher

Gerstein Fisher was founded in 1993 by Gregg S. Fisher, CFA, CFP® on the premise that individual investors and smaller institutions deserved the same caliber of investment advice, products, and services historically afforded only to ultra-high net worth investors and large institutions.

Under his leadership, Gerstein Fisher became one of the first firms to integrate investment management, financial planning, and tax management under one roof to provide clients with a coordinated approach to all aspects of their financial situations. Our status as an independently owned firm ensures that our clients’ best interests are our only agenda.

Gerstein Fisher currently manages investments on behalf of — individuals, families and institutions such as endowments and foundations.

We believe that a disciplined approach to investing based on time-tested academic research is the best path to sustainable and explainable results. We currently manage client investments across equity, fixed income, real estate, and alternative asset classes.