Reason. Reality. Results.
Gerstein Fisher’s investment strategies are built around proven research concepts that have a meaningful impact on real-world investor returns: global diversification, smart portfolio structure, proactive tax management, investor behavior, and risk management.
Investment Beliefs
Grounded in time-tested academic theory and informed by two decades of practical experience working with individual investors, Gerstein Fisher’s core investment beliefs form the foundation for our strategies.
Multi-Factor Approach
We see the world of investment opportunities through a lens of risk and behavioral factors and seek to outperform the market by tilting client portfolios toward the factors that drive returns.
Tax-Aware Investing
Gerstein Fisher engineers tax efficiency directly into our investment strategies using a proactive approach that aims to helps improve our clients’ bottom-
line results.
Research Center
Through the Gerstein Fisher Research Center, we partner with leading academics to investigate critical issues in finance and risk faced by individual investors.
Research and Insights
Visit our Research and Insights Library for leading-edge research perspectives that have both theoretical appeal and practical applicability.
Becoming a Client
Gerstein Fisher helps individuals, families and institutions achieve their financial objectives through a tax-aware, quantitative approach to investment management.