This is the first year you’ll file taxes under the Tax Cuts and Jobs Act of 2017—and there are a lot of changes you need to know about. Whether you’re retired or nearing retirement, understanding your tax situation is key to understanding your overall financial situation. We can’t file for you, but we can give you much-needed clarity on a complicated tax code.
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Where are markets going from here? Find out in the latest 2019 Q1 Stock Market Outlook where Fisher Investments reviews:
Running out of money in retirement is one of the biggest risks investors face. Working your whole life to gather enough wealth for retirement, only to realize too late it's just not enough, can be devastating. This guide addresses important issues investors face in retirement.
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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 many happy clients have stayed with us for the long term.
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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.
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 $107 billion in assets for more than 55,000 private clients and 175 institutions.*
Personalized Portfolio Management
From the very beginning, Fisher Investments takes 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.
Learn more ►Flexible Investment Approach
We aren’t tied to one allocation or investment style. Fisher Investments manages 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.
Learn more ►Unparalleled Service
We get to know you personally. At Fisher Investments, 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.
Learn more ►Transparent Fee Structure
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.
Learn more ►Investing Insights
One of the services that Fisher Investments 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.
Learn more ►* As of 03/31/2019. Includes Fisher Investments and its subsidiaries.
A Top Adviser
Fisher Investments
In June 2018, 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 fifth consecutive year Fisher Investments was selected.
A Top 10 US-Based RIA
Fisher Investments
In 2018, 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.
One of World's Largest Money Managers
Fisher Investments
In May 2018, Fisher Investments was ranked #131 on the Pensions and Investments list of the World’s 500 largest money managers.
