Stock Market Outlook

Where are markets going from here? Access our in-depth analysis of Q4 investing conditions and our forecast for 2017.

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In this 2016 Q4 update:

  • 2016 has been a rocky road to flat returns. Where are stocks likely to go from here?
  • Why fears over the next president are overblown
  • Economic fears have been widespread in 2016—let us show you how they align with reality
  • And much more!
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15-Minute Retirement Plan

Running out of money in retirement is one of the biggest risks investors face. Working your whole life to gather enough wealth for retirement, only to realize too late it's just not enough, can be devastating. This guide addresses important issues investors face in retirement.

Get The 15-Minute Retirement Plan

Financial Planning

We take a unique approach to financial planning

Backed by an institutional level research team and an Investment Policy Committee with 100+ years of experience, our holistic financial planning services are designed to help you achieve your financial goals, not to sell you products.

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Why choose Fisher Investments

Why Choose Fisher Investments

We believe the first step to successful investment management is putting your interests before our own. Our client-first approach puts the focus where it should be—on you and your long-term investment needs. This is why we’ve successfully managed portfolios for tens of thousands of individuals like you over the past 35 years.

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Our Services

Over the past 35 years, Fisher Investments has managed portfolios for tens of thousands of investors. Learn more about how we can assist you.

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Market Insights

Last Week In Markets: Nov 21-25, 2016

By Fisher Investments Editorial Staff

Global equity markets’ post-election rally continued during the holiday-shortened week, rising 1.4%. Interest rates rose as the Fed signaled it could hike rates “relatively soon,” which many observers interpreted as December. After initially surging on expectations of production cuts, oil prices retreated as OPEC failed to arrange lower production targets among cartel members.
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Qualified investment specialists are available to answer your questions.


Learn what makes Fisher Investments different.

Since our founding over 35 years ago, Fisher Investments has served investors as a fiduciary, meaning we’re legally required to put our client’s best interests first. Unlike brokers, we won’t push proprietary products like mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on your needs, not ours. Our goal isn’t to achieve the impossible by picking the single best stock or predicting every market fluctuation. It’s to ensure your satisfaction by helping you achieve your long-term financial goals. Since Fisher Investments was founded in 1979, our approach has consistently reflected those values. We currently managed over $71 billion in assets for more than 35,000 private clients and 150 institutions*. We believe our client-focused style is why, over the last 19 years, more than 9 out of 10 Private Client Group clients have chosen to stay with Fisher Investments.** 

fisher investments offers unparalleled client service, giving you a dedicated investment counselor to serve as your day-to-day contact.

Unparalleled Service

We get to know you personally. You have a dedicated Investment Counselor who serves as your day-to-day contact. They are your liaison to the Investment Policy Committee, and a conduit for any information you seek. Your Investment Counselor knows the full details of your account, and works to ensure your service needs are met promptly and accurately. Investment Counselors don’t sell any products. They have one job: serving you, the client, by helping you stay on track toward your long-term financial goals. 

Learn more about our unparalleled client service

Getting Started

From the very beginning, we take the time to understand your personal situation, financial goals, time horizon and cash-flow needs. We discuss with you our investment approach and philosophy. We then tailor a strategy to meet your situation and investment goals. And that’s just the start. We check in regularly to help ensure your investment strategy stays aligned with your lifestyle and goals.

Learn more about our approach

fisher investments takes time to understand your personal situtation, goals and needs.
fisher investments aligns our interests with yours.

Personalized Portfolio Management

We aren’t tied to one allocation or investment style. We manage your investments based on your personal goals and our forward-looking views of the market. Our dynamic, flexible approach to investing positions portfolios to benefit from opportunities we see in the global market. As we manage your portfolio, we educate you along the way so you have the knowledge to understand what’s happening in your portfolio and why. We find this transparency helps clients feel more comfortable with their investments.

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Transparent Fee Structure

At Fisher Investments, we have a simple, transparent fee structure based on the size of your portfolio. We don’t earn commissions so there’s no incentive for us to buy or sell investment products or trade your account frequently. This aligns our interests with yours: in other words, if you do better, we do better.

Learn more about out transparent fee structure

fisher investments offers personalized portfolio management services, tailored to your personal goals and needs.
fisher investments has an array of educational resources to keep you informed on your portfolio and the market.

Ongoing Education

One of the services our clients value most is our educational seminars and content.  While your dedicated Investment Counselor keeps you up-to-date on key issues, our educational resources go well beyond that. All clients receive detailed Quarterly Reviews and semi-annual Capital Markets Update videos, summarizing our market outlook and analysis for the period. All clients are invited to attend in-person seminars where they can hear directly from the Investment Policy Committee and other senior members of the firm. We also provide a series of free investment guides, books and website commentary.  

Learn more about our educational resources

Take the Next Step:

Contact us to learn how we can help you achieve your financial goals.
contact us today (888) 823-9566

Recognition
for Ken Fisher, Fisher Investments & its Affiliates

Fisher Investments

investmentnews ranks fisher investments as the second largest us-based fee-only registered investment adviser based on assets under management. ft300 pni fisher investments has an a rating from the better business bureau bizweek fisher investments recognized as one of the top 25 best places to work for recent grads

Ken Fisher

forebs ia30

Fisher Investments Europe

fisher investments europe is a winner in the advfn international financial awards 2016 in the category of wealth manager of the year

Grüner Fisher Investments

cash online awarded grüner fisher investments the best place to work in the german financial industry
grüner fisher investments was awarded the best work atmosphere in the german financial industry.
*As of 9/30/2016
**Average annual Private Client Group retention, 1997-2015 (calculated as 1-[sum of (number of terminations in year/number of clients in year)]/number of years).