How We're Different
Services offered to wholesale clients.
Fisher Investments® provides investment management services to wholesale clients in Australia, and outsources portfolio management to our US-based parent company, Fisher Asset Management, LLC (“FAM”). For over 45 years, FAM has helped individuals and families achieve their financial goals by always putting their interests first.
Structure and Values That Ensure Your Interests Are Always First
Since our founding, we’ve built a firm that’s uniquely structured in our industry to always put your interests first and help you achieve your investment goals.
Personalised Service
As a client, you get proactive service from your Investment Counsellor, who is committed to understanding you and keeping your financial plan on track. Want to know how your portfolio is doing and why? Just call your Investment Counsellor.
Your Investment Counsellor will keep in touch in all market conditions to help you stick to your long-term plan.
Tailored Portfolios
We respect how hard you’ve worked to build your nest egg. Before we recommend anything, we ask about your goals, your expenses, your health, your family commitments and more, to better understand what you need your money to accomplish.
The result is a personalised portfolio designed to meet your needs and help you enjoy the retirement you’ve earned.
Disciplined, Active Strategy
We believe the best way to discover investment opportunities and achieve long-term results is through active portfolio management centred on your long-term goals. This disciplined, top-down approach allows us to interpret information differently and find global investing opportunities other money managers may overlook.
Performance History
FAM's Investment Policy Committee has over 175 combined years of industry experience and FAM's US Private Client Group has a 30+ year performance history.
Simple, Transparent Fee Structure
We charge a simple management fee, based on the value of the assets managed for you. Unlike many brokers and independent financial advisers, we do not earn trading commissions. Our fee structure helps align our incentives with yours.
Personalised Service
Discover the BenefitsAs a client, you get proactive service from your Investment Counsellor, who is committed to understanding you and keeping your financial plan on track. Want to know how your portfolio is doing and why? Just call your Investment Counsellor.
Your Investment Counsellor will keep in touch in all market conditions to help you stick to your long-term plan.
Tailored Portfolios
Get the DetailsWe respect how hard you’ve worked to build your nest egg. Before we recommend anything, we ask about your goals, your expenses, your health, your family commitments and more, to better understand what you need your money to accomplish.
The result is a personalised portfolio designed to meet your needs and help you enjoy the retirement you’ve earned.
Disciplined, Active Strategy
See How It WorksWe believe the best way to discover investment opportunities and achieve long-term results is through active portfolio management centred on your long-term goals. This disciplined, top-down approach allows us to interpret information differently and find global investing opportunities other money managers may overlook.
Performance History
See How We Measure UpFAM's Investment Policy Committee has over 175 combined years of industry experience and FAM's US Private Client Group has a 30+ year performance history.
Simple, Transparent Fee Structure
Learn MoreWe charge a simple management fee, based on the value of the assets managed for you. Unlike many brokers and independent financial advisers, we do not earn trading commissions. Our fee structure helps align our incentives with yours.
Clients Enjoy Unique Insights & Personal Service
You deserve to know what we're doing with your money. That's why you will receive a personal point of contact—your Investment Counsellor—committed to you on a personal level and keeping your financial plan on track.
How FAM Tailors a Portfolio for Each Client
We respect how hard you worked to build your nest egg and, before we recommend anything, we get to know you. To better understand what you need your money to accomplish, we ask questions about your goals and needs, your expenses, your health, your family commitments and more.
Learn More
Learn why 210,000 clients* trust FAM and its affiliates to manage their money and how we may be able to help you achieve your financial goals.
*As of 30/09/2026.