If you’re looking for an investment firm to manage your hard-earned assets and provide you with financial planning services—so you can enjoy your retirement or whatever else matters most to you in life—then you have come to the right place. Fisher Investments is a different kind of investment firm:
Fisher Investments is an independent investment adviser currently managing $112 billion for individuals, families and institutions around the world.* With roots as an institutional money manager, we provide the same investment expertise to individuals as our institutional clients. This means you get a more disciplined investment strategy and a higher level of service than you’ll find elsewhere.
For over 40 years, we’ve helped tens of thousands of clients—including over 65,000 current families—down the path of reaching their financial goals.** We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.Request an Appointment
We provide a tailored approach to investment management and financial planning that always puts clients first. This starts with a comprehensive assessment of your personal situation that informs your investment strategy and even considers important factors outside of your portfolio. If you own an annuity, Fisher Investments can analyze it and help you determine if it makes sense as a long-term investment for you. The result is a highly personalized approach consistent with your goals and needs.
We don’t sell cookie-cutter portfolios. We take the time to understand your individual goals and needs, and build a tailored portfolio to help you meet your objectives. And we regularly check in on anything that may have changed.Learn More
Unlike many firms that use complex financial plans to sell you pre-packaged commission-based products, we give thorough attention to your comprehensive financial needs to determine the best recommendation for you.Learn More
Unlike many money managers that sell cookie-cutter portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments doesn’t sell high-commission investment products and earn no commissions on trades. We simply charge a management fee based on the size of your account—so we do better when you do better. Furthermore, you will have a dedicated Investment Counselor who calls regularly to keep you informed (not because we have something to sell).
|Tailors your portfolio to your goals and needs|
|Calls regularly to keep you informed|
|Never has hidden or layered fees|
|Some Money Managers:|
|Provide cookie-cutter portfolios|
|Only call when they have something to sell|
|Sell high-commission investment products|
1:40 minutesWatch the Video
We begin by getting a deep understanding of your personal situation, goals and needs. We then determine the appropriate investment mix for you. Fisher Investments’ top-down process starts with how much to invest in stocks, bonds, cash or other securities—to maximize the likelihood of reaching your goals. We believe this decision has the biggest impact on your returns over time. From there, we emphasize parts of the market we believe will perform best, such as different countries and sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, global approach to portfolio management helps best capitalize on investing opportunities around the world.
Importantly, our approach isn’t “set it and forget it.” As a client, you’ll hear from us regularly to make sure your portfolio continues to serve your goals. We believe staying on the path to your goals is one of the biggest challenges facing investors today, which is why client service is a top focus. As a client, you’ll have a dedicated Investment Counselor who provides you regular, ongoing updates on the market and your portfolio.Learn More About Our Investment Approach
If you have $500,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.Learn More
We charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better. There are never hidden or layered fees.Learn More
If you’d like to see whether Fisher Investments is a good fit for you, contact us today. Our qualified professionals can provide you with a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying (you may not realize how much you’re actually paying!). If you decide to become a client, Fisher Investments has a team of experts who will help make the transition as smooth and seamless as possible. Once you become a client, you’ll have a dedicated Investment Counselor who will help guide you, as well as serve as a long-term resource for information and support. You’ll also have access to exclusive educational resources such as seminars, webinars and other communications from senior members of the firm’s investment team.
Fisher Investments firmly believes that education is key in the retirement planning journey, which is why we’re offering FREE guides below at no cost or obligation to you.
*As of 9/30/2019, Fisher Investments and its subsidiaries manage over $112 billion in assets—over $67 billion for North American private investors, over $35 billion for institutional investors and over $9 billion for European private investors.
**As of 9/30/2019.