5 Key Advantages to Fisher Investments

We believe the following are key reasons why, on average over the last 19 years, more than 9 out of 10 Private Client Group clients have chosen to stay with Fisher Investments.*

1. Flexible Investment Approach

Unlike some money managers and many mutual funds that focus on narrow market categories that may move in and out of favor, we can adjust our investment strategy depending on our forward-looking market views, as well as your personal objectives.

2. Global Investing Expertise

We seek to maximize opportunity and manage risk by investing globally. Many American investors tend to focus solely on US stocks. However, the US makes up about half of the world stock market. We invest globally to take advantage of worldwide opportunities many miss.

3. Competitive, Transparent Fees

Unlike with many brokers, our incentive is not to “churn” your account since we don’t earn any commissions on trades. We simply charge a fee based on assets under management, which aligns our incentives with our clients’ best interests.

4. Direct, Proactive Customer Service

With us, you’re not simply another account number. You’ll hear from us regularly, and not because we have some new product to sell. Our goal is to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio.

5. Established Performance History

Our Investment Policy Committee has over 100 years of combined industry experience, and our founder and Executive Chairman, Ken Fisher, has a 30-year public history of market calls through his columns in Forbes magazine.

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Take the Next Step: Contact Us Today at
(888) 823-9566

Our investments professionals can answer any questions you have and provide you with our latest retirement and investing guides.

Fisher Investments: A Trusted Name in the Industry for 35+ Years

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $71 billion under management. Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 150 large institutions and over 35,000 high net worth individuals. Founder and Executive Chairman Ken Fisher has written the Forbes “Portfolio Strategy” column for over 30 years, and has authored several New York Times bestsellers on finance and investing.

In June 2015, Fisher Investments was named as one of Financial Times’ Top 300 US-based Registered Investment Advisers,** and our wholly-owned subsidiary, Fisher Investments UK, was recently recognized as ADVFN’s Wealth Manager of the Year.

Recognition for Fisher Investments and its Affiliates

Founder and Executive Chairman Ken Fisher has written the Forbes “Portfolio Strategy” column for over 30 years, has written 11 books on investing and personal finance (4 of which are New York Times best sellers), and was named by Investment Adviser magazine as one of the 30 most influential industry individuals in the last 30 years.*** Ken Fisher is widely regarded as an investment guru, has been profiled in several 3rd-party investing books, and regularly appears in the financial media. His Forbes market forecasts are among America’s most accurate as measured by independent third-party CXO Advisory Group.****

Recognition for Ken Fisher

Fisher Investments has made numerous contributions to the field of investing. Ken Fisher’s early 1970s theoretical work pioneered an investment analysis tool called the Price-to-Sales Ratio, now a core part of financial curriculum. A prize-winning researcher, Ken Fisher’s credits span a multitude of professional and scholarly journals. Members of Fisher Investments’ staff have authored 20+ books on investing and personal finance.

contact us today

Take the Next Step: Contact Us Today at
(888) 823-9566

Our investments professionals can answer any questions you have and provide you with our latest retirement and investing guides.

* 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).

**The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

***Thirty for Thirty, Investment Advisor, May 2010.

****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 or its clients. Not all forecasts may be as accurate as those in the past..