Founded in 1979 as a sole proprietorship, Fisher Investments offers global equity management for high net worth and institutional clients. With US offices in Washington and California, 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 (i.e. ways of analyzing information differently) to adjust client portfolios depending on our forecast and opportunities we see in the markets.
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 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 services, based on a number of specific investing strategies and styles.
Fisher Investments Portfolio Management Team
Together, Ken Fisher, Jeff Silk, Bill Glaser, and Aaron Anderson make up the Investment Policy Committee (IPC) at Fisher Investments. The IPC, directly supported by Fisher Investments' dedicated team of research analysts, makes strategic investment decisions for both institutional and private client portfolios.