We help individuals and families achieve their goals with tailored investment portfolios and proactive, high-touch client service.
Discover Clearly Different Money Management
Fisher Investments takes the time to understand your unique financial goals and tailor a plan to meet them. Our transparent fee is aligned with the value of your portfolio, so we do better when you do better.
Learn more by requesting a meeting or downloading our exclusive investing guides.
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Ken is Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer
You Imagine Your Future. We Help You Get There.
A Globally Recognized, Client-Focused Investment Adviser Serving Individuals, Families and Institutions
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Trust We Have Earned
210,000+
individuals, families, businesses and institutions around the world
$638 billion
assets under management
45+ years
experience serving clients and helping them achieve their investment objectives
7,000
employees dedicated to your financial goals
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As of 30/09/2026. Includes Fisher Investments and its affiliates.
See here for a full list of awards disclosures.
Structured to Always Put Your Interests First
Client-Focused
Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.
We separate service, sales and portfolio management roles to help ensure you’re always working with someone focused in their area of specialisation and on you. We believe this division of labour ensures you have access to the resources and care needed at every step of our relationship.
Investment Experience
Our five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 175 combined years of industry experience.
Top-Down, Global Investment Approach
Our time-tested, top-down portfolio management approach starts by analysing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.
Independent
We’re privately held, which means we control our destiny. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.
Client-Focused
Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.
We separate service, sales and portfolio management roles to help ensure you’re always working with someone focused in their area of specialisation and on you. We believe this division of labour ensures you have access to the resources and care needed at every step of our relationship.
Investment Experience
Our five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 175 combined years of industry experience.
Top-Down, Global Investment Approach
Our time-tested, top-down portfolio management approach starts by analysing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.
Independent
We’re privately held, which means we control our destiny. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.
How We Can Help
Institutional Investing
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.
Insights & Media
Demonstrated ExperienceLearn More About Our Leadership
Investment Policy Committee Leadership
The Investment Policy Committee is our five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The Investment Policy Committee has over 175 years of combined industry experience. We believe stability and longevity help build consistency with your investment strategy.
Structured to Always Put Our Clients' Interests First
When fees aren't aligned with your interests, your retirement goals could be put into jeopardy. That's why we believe clients deserve simplicity and transparency when it comes to fees they pay.
A Client-Focused Culture
Compared with other investment firms, we do things differently—not just to be different, but because we believe it matters for our clients. We designed our entire business to provide superior service and help minimise conflicts of interest.
Learn More
Learn why over 210,000 clients trust Fisher Investments 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. Includes Fisher Investments and its affiliates.