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Nicol L. Fischer
Plus aucun poste en cours
Finance
Profil
Ms. Fischer began her career with Blue Cross Blue Shield of South Carolina, where she served as a financial analyst, responsible for analyzing cost trends for government contracts.
She was instrumental in developing tracking methods to capture $7 million in unbilled accounts receivables.
In 2000, she joined GlobalValue Investors, Inc. as Clients Relations Manager.
In her position, Ms. Fischer was responsible for managing client relationships, portfolio reviews and financial planning for individual accounts in excess of $1.5 million.
She worked closely with a diverse clientele throughout the United States and internationally.
Ms. Fischer joined FMA as Portfolio Director in 2004.
She is experienced in estate and retirement planning for high net-worth individuals and has a substantial working knowledge of wealth management and financial planning tools and theories.
Ms. Fischer is a registered investment advisor through FMA Advisory, Inc.
Ms. Fischer graduated from Presbyterian College in South Carolina with a bachelor’s degree in Business and Accounting.
She went on to complete the Financial Planning Certificate Program at Fairleigh Dickinson University in New Jersey.
Currently, she is a member of the Financial Planning Association.
Anciens postes connus de Nicol L. Fischer
| Sociétés | Poste | Fin |
|---|---|---|
FMA Advisory, Inc.
 FMA Advisory, Inc. Investment ManagersFinance FMA Advisory employs a variety of investment strategies and allocations, which are individually customized based upon each client’s specific risk profile and investment objectives. The firm takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options and other such asset classes. | Analyst-Equity | 01/04/2005 |
Global Investment Management Inc
 Global Investment Management Inc Investment ManagersFinance GVI is a GARP investor that uses a proprietary quantitative quarterly screening of the S&P universe by sector and industry. Their universe consists of the S&P Super composite index. They screen a constituent member company's financial strength through careful balance sheet ratio analyses, and long-term profitability through revenue and earnings growth analyses. They then develop a select list of companies for close monitoring and active consideration for inclusion in the client portfolios and identity attractive securities through dynamic valuation of companies using fundamental ratios such as p/e, cash flow and dividend yield. GVI seeks to buy companies selling at a discount to fair value with an identifiable catalyst to promote appreciation to full valuation. They validate purchases and sales via relative strength of the industry and stock. The firm tends to comply with S&P sector and industry weights. For fixed-income, they primarily invest in short, intermediate and long U.S. Treasury and agency bonds or Treasury and agency bond funds. Cash investments are made in U.S. Treasury bills or higher yielding money market funds, pending equity or fixed-income investments. | Corporate Officer/Principal | 02/07/2004 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
FMA Advisory, Inc.
FMA Advisory, Inc. Investment ManagersFinance FMA Advisory employs a variety of investment strategies and allocations, which are individually customized based upon each client’s specific risk profile and investment objectives. The firm takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options and other such asset classes. | Finance |
Global Investment Management Inc
Global Investment Management Inc Investment ManagersFinance GVI is a GARP investor that uses a proprietary quantitative quarterly screening of the S&P universe by sector and industry. Their universe consists of the S&P Super composite index. They screen a constituent member company's financial strength through careful balance sheet ratio analyses, and long-term profitability through revenue and earnings growth analyses. They then develop a select list of companies for close monitoring and active consideration for inclusion in the client portfolios and identity attractive securities through dynamic valuation of companies using fundamental ratios such as p/e, cash flow and dividend yield. GVI seeks to buy companies selling at a discount to fair value with an identifiable catalyst to promote appreciation to full valuation. They validate purchases and sales via relative strength of the industry and stock. The firm tends to comply with S&P sector and industry weights. For fixed-income, they primarily invest in short, intermediate and long U.S. Treasury and agency bonds or Treasury and agency bond funds. Cash investments are made in U.S. Treasury bills or higher yielding money market funds, pending equity or fixed-income investments. | Finance |
