The Fisher Difference

We believe our structure that is designed to always put our clients’ interests first, combined with Fisher Investments’ expertise and top-down investment approach, are unique in our industry.

  • Structure and Values
  • Investment Approach
  • Depth of Investment Expertise
  • Privately Held
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Our Structure and Values Help Ensure We Always Put Clients’ Interests First

From the founding of our US-based parent company, Fisher Investments, in 1979, the global Fisher group of companies has always sought to put clients’ best interests first. Fisher Investments separates sales, client service and portfolio management responsibilities, allowing employees to build breadth and depth in their areas of expertise. We believe this division of labour directly benefits clients by giving them full attention and care at every step of the relationship.

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Fisher Investments’ Investment Approach

We believe Fisher Investments’ global investment process and philosophy are critical to clients’ investing success. Fisher Investments’ time-tested, top-down investment process starts by analysing global economic, political and sentiment drivers to forecast market conditions and develop investment themes. We believe this approach can help identify and take advantage of the best investing opportunities.

Fisher Investments’ Depth of Investment Expertise

Fisher Investments’ five-member Investment Policy Committee (IPC) monitors global economic, political and sentiment drivers to forecast market conditions and makes strategic decisions for client investment strategies. The IPC has over 150 combined years of industry experience.

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Privately Held

Fisher Investments and its subsidiaries are privately owned and controlled. Being privately held means we control our own destiny. In our view, this enables us to think unconventionally and helps us do what’s best for clients.

Who We Serve

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Private Investors

We offer personalised wealth management strategies with the ability to devise a tailored plan for each client and outsource portfolio management to our US-based parent company, Fisher Investments.

Financial Portfolio Management Team Discussing Risk Management, Global Diversification, and Current Market Conditions

Institutional Investors

Fisher Investments and its subsidiaries 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.

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Contact Us

Connect with our knowledgeable team to learn more about working with Fisher Investments Australia®.

Contact Us Today