Structured to always put your best interests first
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Client-Focused
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Investment Experience
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Top-Down, Global Investment Approach
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Independent
Trust We Have Earned*
For a full list of awards from Fisher Investments, Ken Fisher and subsidiaries.
*As of 01/07/2024. Includes Fisher Investments Canada and its affiliates.
How We Can Help
Personal Wealth Management
We help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service.
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.
Demonstrated Experience
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 150 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.