How We're Different
For over 45 years, we’ve helped individuals and families achieve their financial goals by putting their interests first.
We Focus on Your Specific Needs
Our Investment Policy Committee has over 175 combined years of industry experience, and our founder, Executive Chairman and Co-Chief Investment Officer, Ken Fisher, has a 35+ year public history of market calls through his investment columns.
Your Trusted Adviser
As a fiduciary, we put your interests first. Unlike some money managers, we have no incentives to sell you commission-based financial products. Our simple, transparent fee aligns our interests with yours—we do better when you do better.
Personal Advising
With Fisher Investments, you get proactive service from your client service team, which 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 client service team. And your client service team 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. We do this to better understand what you need your money to accomplish.
The result is a personalized 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 centered 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
When it comes to investment advisers, performance numbers can be deceiving. At Fisher Investments, we calculate performance based on the Global Investment Performance Standards (GIPS), a framework of rigorous measurement standards with some important features.
Your Trusted Adviser
Putting Your Interests FirstAs a fiduciary, we put your interests first. Unlike some money managers, we have no incentives to sell you commission-based financial products. Our simple, transparent fee aligns our interests with yours—we do better when you do better.
Personal Advising
Discover the BenefitsWith Fisher Investments, you get proactive service from your client service team, which 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 client service team. And your client service team 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. We do this to better understand what you need your money to accomplish.
The result is a personalized 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 centered 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 UpWhen it comes to investment advisers, performance numbers can be deceiving. At Fisher Investments, we calculate performance based on the Global Investment Performance Standards (GIPS), a framework of rigorous measurement standards with some important features.
Clients Enjoy Unique Insights and 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 client service team—committed to you on a personal level and keeping your financial plan on track.
Simple, Transparent Fees
Our approach to fees helps make sure we’re aligned with your interests and retirement goals. The simple structure makes it easy to understand what you’ll pay. Find out how our approach differs from other advisers.
How We Tailor a Portfolio for Each Client
We respect how hard you have worked to build your nest egg, and before we recommend anything, we get to know you. We ask questions about your goals and needs, your expenses, your health, your family commitments and more—to better understand what you need your money to accomplish.