You’ve Come to the Right Place
At Gerstein Fisher we help individuals, families and institutions achieve their financial objectives through quantitative investment management and reasoned advice. Our aim is to deliver sustainable, explainable results and help our clients become better, more-informed investors.
From investment strategies designed around real-life objectives to well-researched situational advice, we help individual investors navigate their financial lives with confidence.
Gerstein Fisher is proud to partner with institutions to help them meet their duties as fiduciaries and further the objectives and missions of the organizations they represent.
Investment advisors look to Gerstein Fisher for thoughtfully managed, transparent, quantitative investment strategies that can serve as strong core holdings in their clients’ portfolios.
At the heart of Gerstein Fisher’s organizational DNA lie a clear vision and five enduring core values that guide us in all of the work that we do.
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.
By incorporating active tax management directly into our portfolio strategies, we help our clients keep more of what they earn on their investments.