Fisher Investments Services
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 (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, Andrew Teufel, 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.
HOW CAN WE HELP YOU?
Contact Fisher Investments for more information:
Phone: (800) 587-5512
13100 Skyline Boulevard
Woodside, CA 94062
Service Benefits Fisher Investments Private Clients Receive
Direct, Proactive Customer Service
Each client is assigned a dedicated Investment Counselor as a primary point of contact that can answer account or market-related questions in as much detail as clients desire
Each quarter, clients receive a Quarterly Review with in-depth explanation of the IPC's views for the recent period and a look ahead. Clients also receive a semi-annual DVD featuring a roundtable discussion with the IPC.
Fisher Forecast Seminars
Throughout the year, we hold a series of seminars all over the country to provide clients with the latest information regarding our global market views and portfolio strategy.
Senior members of our Research and Client Service departments travel the country to conduct in-depth, discussion-oriented Q&A sessions with small groups of clients.
Fisher Friends Events
Unique, exclusive events giving clients the chance to meet other local Fisher Investments clients in an informal, social setting.
Client Conference Calls
Senior members of the firm regularly hold client conference calls to discuss our outlook, portfolio positioning, and a host of other topics.
Published daily with support from our research staff, MarketMinder provides Fisher investments' thinking on timely issues and news.