About Fisher Investments
Who We Are
Fisher Investments is a privately owned, independent money management firm headquartered on the West Coast, with billions of dollars under management for over 25,000 private clients, and over 100 large institutions.1
We manage virtually every aspect of the investment process for you, including account setup and transfers, asset allocation, and trading individual securities.
Our Investment Policy Committee has over 100 years’ combined industry experience.
Our founder and CEO Ken Fisher has been noted by Forbes as a self-made billionaire, and has been recognized as one of the world's most influential investors.
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. Over the last 17 years, more than 9 out of 10 Private Client Group clients have chosen to stay with us.2
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.
1 As of 12/31/2012
2 Average annual Private Client Group retention, 1997-2013 (calculated as 1- [sum of (number of terminations in year / number of clients in year)] / number of years).
3 Thirty for Thirty, Investment Advisor, 5/1/2010
4 www.cxoadvisory.com/gurus. Based on a report completed in 2013 by CXO Advisory Group. The final report, titled “Guru Grades”, contains accuracy ratings for 68 forecasters collected over a period from 2005 to 2012 including market forecasts by Ken Fisher as published in Forbes. Ken Fisher's market forecasts in Forbes represent his personal forecasts of the overall market and are not an indication of the performance of Fisher Investments. Not all forecasts may be as accurate as those in the past. Investing in securities involves the risk of loss. Past performance is no guarantee of future results.