About Us

Fischer Stralem Advisors brings together two firms with decades of experience in wealth and investment management.
Wealth & Retirement Planning
Multi-Generational Planning
Pre-Liquidity Planning
Tax Planning
Trust & Estate Planning
Charitable Gift Planning
Mortgages, Lines of Credit & Portfolio Lending
Private & Public Investment Solutions
Proprietary US Equity Management

Our History

Fischer & Company and Stralem & Company merged in 2020 to form Fischer Stralem Advisors bringing over 50 years of experience in investment and wealth management to serve clients. We provide private clients, institutions and individuals with the guidance and discipline you need to grow and guard your wealth through even the most challenging markets. Our seasoned approach provides a long term perspective on the market to counterbalance the temptation of crowd behavior.

Fischer & Company was founded by Alan Fischer in 2002 and succeeded A.A. Fischer & Co which was established as a private investment management family office. A.A. Fischer & Co had operated continuously from 1982 until 2002 when the strategic decision was made to accept outside capital. David Choe joined Fischer & Company in 2003 to expand the investment research, due diligence and risk management capabilities of the firm. David became a partner of Fischer & Company in 2004.

Stralem & Company was founded in 1966 by Donald Stralem, a partner at Hallgarten & Company, to create a firm that would better keep pace with a modernizing Wall Street. Hirschel Abelson, a partner at Ladenburg Thalmann & Co., joined him together with Philippe E. Baumann of A.L. Stamm & Co. and Coleman & Co., with whom he remained partners for 40 years. As part of Stralem’s second generation, Adam Abelson joined the firm in 1998 and became CIO of Stralem’s US Large Cap Equity strategy in 2006. Andrea Baumann Lustig joined Stralem in 2003 to lead its wealth management practice and became President in 2012.

Why Fischer Stralem?

Fiduciary Standard

We are committed to upholding the fiduciary standard: a binding promise to place your interests first with undivided loyalty.

Customized Solutions

We pride ourselves on providing highly personalized service and investment solutions tailored to your unique spending, savings, charitable, retirement and legacy objectives. We work closely with you, your family and your tax and legal advisers to understand your goals as well as your tolerance for risk. With that knowledge in hand, we are better able to help you reach for your objectives within your comfort zone.

We bring rigor, organization and prioritization to your finances using principles we adhere to ourselves. Our approach provides the discipline to help you maintain a long term outlook and forgo Wall Street fads.

Alignment of Interest

We work and invest alongside you, aligning our interests with yours. As a multi-generational firm, we understand the specific challenges you face and tap our experience to offer perspective and recommendations so you can make informed decisions.

We stay connected, talking and meeting with you regularly to answer questions, update you on performance, stay informed of changes in your life and collaborate on strategy.

Hybrid Architecture

We believe in active management and seek exposure to broad asset categories through investments in proprietary and third party actively-managed funds. We may also recommend achieving exposure to an asset class through passive investment vehicles where they represent the best choice.

We believe that the risk/return tradeoff you face in an investment is enhanced through investment research and thoughtful portfolio construction that hews carefully to principles implemented by experienced and successful managers.

Experience

For over half a century, Fischer Stralem’s principals have helped clients build long-term wealth through discipline, insight, and conviction. As investors ourselves, we have encouraged clients to remember the lessons of the past, enabling them to stick to their investment plans and withstand market fads.

We know that when it comes to building, sustaining and growing wealth over time, the impact of preserving capital in falling markets can far outstrip the importance of outperforming the market in rising ones.

Research-Driven

Our research team analyzes and evaluates the investment choices to represent each asset class in your allocation.

Within each category, Fischer Stralem’s research team conducts an ongoing rigorous due diligence process on selected fund managers and potential new fund managers to evaluate elements such as the fund’s degree of asset class conformity, investment style, risk-adjusted performance, volatility, costs, management fees, investment minimums, size, length of time the fund has existed, manager turnover, and experience.

Fischer Stralem Advisors operates on the Hightower Advisors platform enabling the firm to benefit from Hightower’s best-in-class infrastructure, operational expertise and technology.