The first step to successful portfolio management is putting your interests before our own. Our client-first approach puts the focus where it should be—on you and your long-term investment needs. We believe this is why, over the last 20 years, more than 9 out of 10 Private Client Group clients have chosen to stay with Fisher Investments.**
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Where are markets going from here? Find out in the latest 2018 Q1 Stock Market Outlook where Fisher Investments reviews:
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We take a unique approach to financial planning
Backed by an institutional level research team and an Investment Policy Committee with 130 years of experience, our holistic financial planning services are designed to help you achieve your financial goals, not to sell you products.
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Over the past 35 years, we've managed portfolios for tens of thousands of investors. Learn more about how we can assist you.
You may have seen Fisher Investments TV commercials discussing our straightforward, transparent approach to portfolio management. Click here to learn about the many things that set Fisher Investments apart.
Qualified investment specialists are available to answer your questions.
Since our founding over 35 years ago, Fisher Investments has served investors as a fiduciary, meaning we’re legally required to put our client’s best interests first. Unlike brokers, we won’t push proprietary products like mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on your needs, not ours. Our goal isn’t to achieve the impossible by picking the single best stock or predicting every market fluctuation. It’s to ensure your satisfaction by helping you achieve your long-term financial goals. Since Fisher Investments was founded in 1979, our approach has consistently reflected those values. We currently manage over $100 billion in assets for more than 40,000 private clients and 175 institutions.* We believe our client-focused style is why, over the last 20 years, more than 9 out of 10 Private Client Group clients have chosen to stay with Fisher Investments.**
*As of 1/12/2018. Includes Fisher Investments and its subsidiaries.
**Average annual Private Client Group retention, 1997-2016 (calculated as 1-[sum of (number of terminations in year/number of clients in year)]/number of years).
From the very beginning, we take the time to understand your personal situation, financial goals, time horizon and cash-flow needs. We discuss with you our investment approach and philosophy. We then tailor a strategy to meet your situation and investment goals. And that’s just the start. We check in regularly to help ensure your investment strategy stays aligned with your lifestyle and goals.
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We aren’t tied to one allocation or investment style. We manage your investments based on your personal goals and our forward-looking views of the market. Our dynamic, flexible approach to investing positions portfolios to benefit from opportunities we see in the global market. As we manage your portfolio, we educate you along the way so you have the knowledge to understand what’s happening in your portfolio and why. We find this transparency helps clients feel more comfortable with their investments.
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We get to know you personally. You have a dedicated Investment Counselor who serves as your day-to-day contact. They are your liaison to the Investment Policy Committee, and a conduit for any information you seek. Your Investment Counselor knows the full details of your account, and works to ensure your service needs are met promptly and accurately. Investment Counselors don’t sell any products. They have one job: serving you, the client, by helping you stay on track toward your long-term financial goals.
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At Fisher Investments, we have a simple, transparent fee structure based on the size of your portfolio. We don’t earn commissions so there’s no incentive for us to buy or sell investment products or trade your account frequently. This aligns our interests with yours: in other words, if you do better, we do better.
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One of the services our clients value most is our educational seminars and content. While your dedicated Investment Counselor keeps you up-to-date on key issues, our educational resources go well beyond that. All clients receive detailed Quarterly Reviews and semi-annual Capital Markets Update videos, summarizing our market outlook and analysis for the period. All clients are invited to attend in-person seminars where they can hear directly from the Investment Policy Committee and other senior members of the firm. We also provide a series of free investment guides, books and website commentary.
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In June 2017, Fisher Investments was named one of the Financial Times’ Top 300 US-based Registered Investment Advisers (RIAs) in the publication’s annual list. This was the fourth consecutive year Fisher Investments was selected. Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.
In 2017, Fisher Investments was named one of InvestmentNews’ Top 10 US-based, fee-only Registered Investment Advisers (RIAs). Fisher Investments ranks #2 on its RIA List, based on total assets under management.
In October 2016, Fisher Investments was ranked #164 on the Pensions and Investments/Towers Watson list of the World’s 500 largest money managers. The survey ranks money managers based on total assets under management.
In December 2017, Fisher Investments was certified a Great Place to Work® company. Great Place to Work certifications are based an independent, statistically valid employee survey that captures workplace ratings across six categories.
