Structure and Values That Ensure Your Best Interests Are Always First
Since our founding, we’ve built a firm that’s uniquely structured in our industry to always put your best interests first and help you achieve your investment goals.
Disciplined, Active Strategy
Simple, Transparent Fee Structure
Clients Enjoy Unique Insights & 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 Investment Counsellor—committed to you on a personal level and keeping your financial plan on track.
How Fisher Investments Tailors a Portfolio for Each Client
We respect how hard you worked to build your nest egg and, before we recommend anything, we get to know you. To better understand what you need your money to accomplish, we ask questions about your goals and needs, your expenses, your health, your family commitments and more.