Fisher Investments Australia® provides investment management services to wholesale clients[ii] in Australia and outsources portfolio management to our US-based parent company, Fisher Asset Management, LLC, which does business in the United States as Fisher Investments. Since its founding in 1979, Fisher Investments has helped tens of thousands of clients on the path towards their financial goals. Fisher Investments and its subsidiaries manage more than $287 billion for individuals, families and institutions around the world.[iii]
We tailor your portfolio to your unique financial situation. We take time to understand your individual goals and needs and build a tailored portfolio to help you meet your objectives. And then we regularly check in to make sure your portfolio continues to fit your needs. We do not provide financial planning services.
As a client, you’ll hear from us regularly, on an ongoing basis—and not because we have a new product to sell. You get proactive service from your own Investment Counsellor, who knows you by name and keeps you up to date on any important changes in your account. Our goal is to help you understand exactly what is going on in your account and why—so you feel comfortable with your portfolio.
Unlike many money managers that sell standardised portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments Australia® doesn’t sell high-commission investment products and earns no commissions on trades. We charge a simple management fee based on the size of your account—so we do better when you do better. Furthermore, you will have a dedicated Investment Counsellor who calls regularly to keep you informed (not because we have something to sell).
| Fisher Investments Australia®: |
|---|
 Tailors your portfolio to your goals and needs |
| Assigns you a dedicated Investment Counsellor |
| Communicates with you regularly to help keep you informed |
| Some Money Managers: |
|---|
 Provide standardised portfolios |
| Won't give you a dedicated Investment Counsellor |
| Only call when they have something to sell |
If you have $750,000 or more in investable assets, contact us today to find out how we can help you achieve a successful financial future.
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Fisher Investments and its subsidiaries have successfully managed money for clients with many different investment objectives. Because we provide a portfolio tailored to your unique situation and goals, we take a personal, longer-term approach to measuring portfolio performance.
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Level 17, Angel Place, 123 Pitt Street, Sydney, NSW 2000, Australia
Fisher Investments and its subsidiaries also have representatives in 16 countries globally.Other Office Locations
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[i] As of 31/03/2023. Includes Fisher Investments and its subsidiaries.
[ii] According to the Australian Securities & Investments Commission (ASIC), a person may fall within the definition of “wholesale client” if they are:
Please visit the ASIC website for full details on Australian wholesale investors.
[iii] As of 31/03/2023.
As of 31/03/2023, Fisher Investments and its subsidiaries manage over $287 billion in assets globally—over $233 billion for private investors, $49 billion for institutional investors and $4 billion for US small to mid-sized business retirement plans.
Fisher Investments Australia® does not offer financial planning services.
