Fisher Investments Services

At Fisher Investments, our goal is simple—to help you achieve your long-term financial goals. Our portfolio management techniques are designed to align with your individual needs. We take the time to understand your personal financial situation, long-term goals and investing objectives before making any recommendations. We utilize that information to craft a portfolio specifically for you—but it won’t be static. Over time, your portfolio may change based on your personal circumstances, or our forward-looking views of the market.

We offer a comprehensive set of financial planning, annuity evaluation, and portfolio management services. Learn more below.

Annuities

We can help you understand the complexities of your annuity and help determine if it’s appropriate for you.
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Financial Planning

We offer comprehensive planning services focused on helping you make the right decisions for your financial future.
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Portfolio Management

We believe our client-centric approach explains why we’ve been managing portfolios for 35+ years and currently serve over 27,000 private clients.
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