Investment Philosophy
ASSET ALLOCATION
At The Fisher Group, we believe that the core component of successful long-term performance is a result of asset allocation. By selecting the right mix of stocks, bonds, cash, or other assets, investors are best able to maximize returns relative to risk over the long term. Asset allocation decisions are made alongside input from each client to suit the risk tolerance of each individual and family. Our asset allocation portfolios aim to maximize return, relative to risk, according to each client.
DIVERSIFICATION
We believe that portfolios that are heavily concentrated are not an efficient use of capital. In most cases, by diversifying, clients can improve the level of return without increasing the level of risk in their portfolios. Our strategies take into account the environment for stocks, bonds, and other assets to model the interactions between asset classes. The majority of our asset allocation models include allocations across a wide range of equities, bonds, and alternatives to ensure that client portfolios are prepared for market changes.
REGULAR RE-BALANCING
Once a portfolio has been invested, it is important that there be continued monitoring. Re-balancing is an important part of our investment philosophy. We work with our clients to look at re-balancing opportunities on a quarterly basis.
THE FIRM
The Fisher Group is part of Houston based Sunbelt Securities. The principals of the firm have over 150 combined years of experience in the financial services industry. Sunbelt Securities unites the custody and clearing resources of National Financial Services, a division of Fidelity Investments, with a non-proprietary platform of products and services
Get in touch
At The Fisher Group, we know that finding the right financial advisor is a choice not to be taken lightly. That’s why we offer free consultations to walk through your needs, the scope of your goals, and your experience with investing. To learn more about our firm and how we can help you work toward meeting your financial goals, book an appointment.
Advisors
Partner
Jeanine Fisher
Jeanine Fisher grew up in Albany, New York. She was always interested in financial markets, and majored in Economics. She started her career at Payne Webber and then moved her practice to be independent in 1985. Jeanine has worked with clients large and small for nearly 40 years. Her clients appreciate her in-depth knowledge of securities and the markets, as well as her no-nonsense style.
Education
THE COLLEGE OF ST. ROSE
B.S. Economics
Activities & Affiliations
• Austin Rowing Club
Licenses
• Series 7 and 63
Partner
Cheryl Brown
Cheryl joined The Fisher Group after 30 years as an executive in the high tech and financial services industries. Cheryl's prior executive roles focused on Corporate Finance, Mergers & Acquisitions, as well as Global Operations. In her career, Cheryl has been able to combine strong business acumen, an inclusive style, and a quick wit to deliver profitable growth for her organization. In her role at The Fisher Group, she draws on these skills as she brings her wealth of knowledge, experience, and personal integrity to bear in helping clients define and achieve their financial objectives.
Activities & Affiliations
Houston Boxer Rescue, Chairman
Financial Planning Association, Austin
Licenses
• Series 7, 63, 65 and General Lines Life and Health
Education
TEXAS A&M UNIVERSITY
Masters Degree in Public Administration
Bachelor's Degree in Finance & Economics
MASSACHUSETTS INSTITUTE of TECHNOLOGY
Post-graduate certification in Corporate Strategy
Check the background of these Investment Professionals at FINRA’s BrokerCheck.