About Fisher Investments

Founded in 1979 as a sole proprietorship, Fisher Investments offers global equity management for high net worth and institutional clients. Based in Woodside, CA, the firm operates two principal business units: Fisher Investments Institutional Group and Fisher Investments Private Client Group. Fisher Investments takes an active approach to portfolio management, leveraging information derived from capital markets technology to dynamically adjust client portfolios depending on our forecast and opportunities we see in the markets.

Fisher Investments Institutional Group

With roots as an institutional investment manager, Fisher Investments Institutional Group continues to thrive, overseeing assets for some of the world’s leading organizations. Its global client base includes corporations, foundations and endowments, non-profit organizations and governments. The Fisher Investments Institutional Group offers an array of products, based on a number of specific investing strategies and styles.

Fisher Investments Private Client Group

In 1995, the Fisher Investments Private Client Group was formed to extend personalized portfolio management services to high net worth individuals. Fisher Investments manages investment portfolios for each client based on individual investing goals, time horizon, cash flow requirements, outside holdings and tax status, along with other factors, and measures investment performance relative to an appropriate benchmark. Fisher Investments private clients enjoy a series of enrichment programs designed to keep them informed, educated and comfortable with their investment strategy.

Fisher Investments Portfolio Management Team

Together, Ken Fisher (CEO and Chief Investment Officer), Jeff Silk (Vice Chairman) and Andrew Teufel (Co-President and Director of Research) make up the Investment Policy Committee (IPC) at Fisher Investments. The IPC, directly supported by Fisher Investments’ dedicated team of research analysts, makes all strategic investment decisions for both institutional and private client portfolios.

The Basics on Fisher Investments

Who We Are

Fisher Investments is a privately owned, independent money management firm, managing more than $35 billion for over 20,000 individuals in all 50 states and over 100 large institutions.* We are not a broker-dealer.
We manage virtually every aspect of the investment process for you, including account setup and transfers, asset allocation, and trading individual securities.
Our three-member Investment Policy Committee has over 75 years combined industry experience.
Our founder and CEO Ken Fisher has been noted by Forbes as a self-made billionaire, and has been recognized globally for being a financial guru.

Who We Serve

We manage investments for some of the wealthiest Americans, but many of our clients view themselves as the "millionaires next door" who value professional investing expertise.

What We Provide

Our investment approach is global, dynamic, and flexible. As we deem appropriate, we adjust your portfolio as our forward-looking views of market conditions change.
We create a personalized portfolio for you that may include stocks, bonds, cash, and/or exchange traded funds (ETFs).
You will have a dedicated point of contact at Fisher Investments who knows you by name and provides personal attention tailored to your needs. We believe our high-touch client service model helped us retain more than 9 out of 10 Private Client Group clients over the past 13 years, including the difficult investing environment of 2008.**

What We Charge

Our Private Client Group fees are based on the value of the assets we manage for you. We do not sell products or earn trading commissions. This transparent fee structure aligns our interests with our clients'.

*As of 12/31/2009
**Average annual Private Client Group retention, 1997-2009 (calculated as number of terminations in year / number of clients in year).