We offer personalized, comprehensive wealth management strategies with the ability to tailor a plan to help each client meet their long-term investing goals.
The Fisher Difference
We help families and institutions achieve their investment goals with clarity and confidence. We provide comprehensive wealth management and always put your interests first. Since our founding in 1979, we’ve helped clients like you navigate shifting market conditions with a disciplined, time-tested investment approach. We believe this combination of strengths makes us unique in our industry.
Comprehensive Wealth Management
At Fisher Investments, our goal is simple: to help you achieve your financial goals with a plan we can adapt as your life changes. We provide the comprehensive support you need for financial peace of mind—from tailored money management to resources for estate planning, retirement strategies, tax planning, legacy generation and more.
Structured to Always Put Your Interests First
We’re a fiduciary, which means we’re required to always put your interests first. But our structure and values go beyond what’s just required. For example, we separate client service, portfolio management and business development responsibilities, so you’re always working with someone focused on their area of expertise and on you. Additionally, our client service involves regular communication to help you stay disciplined to your long-term financial and investment plan.
Being privately held and independent also frees us from the reporting pressures public companies face, enabling us to take a longer-term view of what’s best for you. We’re committed to always putting your interests first, providing you with exceptional service, and giving you confidence in your financial future.
Extensive Investment Experience
We’ve managed money for over 45 years. Our five-member Investment Policy Committee (IPC), backed by a dedicated research staff, makes the strategic decisions for client portfolios. With more than 175 years of combined industry experience, the IPC guides client portfolios through every market environment. Few firms can match our continuity of management or our documented performance history.
Active Global Investment Approach
We use an active global investment strategy, managing your portfolio based on our forward-looking market views. This gives us the flexibility to seek the best investment opportunities globally and manage portfolio risk through diversification. We believe our disciplined, time-tested approach enables you to benefit from unique insights other money managers may overlook.
Comprehensive Wealth Management
Explore Wealth Management ServicesAt Fisher Investments, our goal is simple: to help you achieve your financial goals with a plan we can adapt as your life changes. We provide the comprehensive support you need for financial peace of mind—from tailored money management to resources for estate planning, retirement strategies, tax planning, legacy generation and more.
Structured to Always Put Your Interests First
Learn More About Our Fiduciary ObligationWe’re a fiduciary, which means we’re required to always put your interests first. But our structure and values go beyond what’s just required. For example, we separate client service, portfolio management and business development responsibilities, so you’re always working with someone focused on their area of expertise and on you. Additionally, our client service involves regular communication to help you stay disciplined to your long-term financial and investment plan.
Being privately held and independent also frees us from the reporting pressures public companies face, enabling us to take a longer-term view of what’s best for you. We’re committed to always putting your interests first, providing you with exceptional service, and giving you confidence in your financial future.
Extensive Investment Experience
Meet the Investment Policy CommitteeWe’ve managed money for over 45 years. Our five-member Investment Policy Committee (IPC), backed by a dedicated research staff, makes the strategic decisions for client portfolios. With more than 175 years of combined industry experience, the IPC guides client portfolios through every market environment. Few firms can match our continuity of management or our documented performance history.
Active Global Investment Approach
Read About Our Global Investment ApproachWe use an active global investment strategy, managing your portfolio based on our forward-looking market views. This gives us the flexibility to seek the best investment opportunities globally and manage portfolio risk through diversification. We believe our disciplined, time-tested approach enables you to benefit from unique insights other money managers may overlook.
Who We Serve
Institutional Investors
We have a long history of managing assets for some of the world’s largest, most prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.
Contact Us
Connect with our knowledgeable team to learn more about working with Fisher Investments.