Welcome to Fisher Investments

Clearly Different Money Management

If you're looking for an investment firm to provide disciplined investing strategies, offer straightforward market perspective and help you navigate market volatility, then you have come to the right place.

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Trusted by 95,000 Clients Worldwide*

Fisher Investments is an independent investment adviser currently managing $188 billion for individuals, families and institutions around the world.** For over 40 years, we've helped clients work toward their financial goals. We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.

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Proactive advice that
keeps you informed

As a client, you’ll hear from us regularly—and not because we have a new product to sell. You get proactive service from your dedicated Investment Counselor, who knows you by name and keeps you up to date on any important changes in your account. Our goal is to help you understand exactly what is going on in your account and why—so you feel comfortable with your portfolio.

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The same investment
expertise as our
institutional clients

With roots as an institutional money manager, Fisher Investments provides the same institutional-caliber expertise to individuals. This means you get a disciplined investment strategy along with our unique, high-touch client service.

We would be honored to learn more about your financial situation and discover if we could be a good fit to help you achieve your investment goals.

*As of 06/30/21.

**As of 06/30/21, Fisher Investments and its subsidiaries manage over $188 billion in assets globally—over $144 billion for private investors, $41 billion for institutional investors and $1 billion for US small to mid-sized business retirement plans.

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What Services Do We Provide?


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 financial situation that informs your investment strategy and even considers important factors outside of your portfolio. If you already own some investments, such as annuities, Fisher Investments can analyze them and help you determine if they make sense as long-term investments. The result is a highly personalized approach consistent with your goals and needs.

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Portfolio Management

We don’t sell cookie-cutter portfolios. We take the time to understand your individual financial goals and needs and build a tailored portfolio to help you meet your objectives. We also check in regularly to see if anything has changed in your life that may warrant portfolio strategy updates.

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Financial Planning

Where some firms might create a seemingly complex financial plan in order to sell you pre-packaged, commission-based products, Fisher Investments does not sell high-commission investment products and instead focuses on providing you a personalized, easy-to-follow financial plan.

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Annuity Assessment

We commonly see clients who were sold annuities that don’t support their financial goals. Often there’s a better way. We will review your annuity contract in detail to help you determine whether or not it’s right for you.

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Our Employees Drive Our Firm’s Success


When you work with dedicated professionals who care about your well-being, it can help give you confidence and peace of mind. Our culture supports our commitment to provide unparalleled service that puts clients’ interests first.

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How Does Fisher Investments Differ From the Competition?


Unlike many money managers who sell cookie-cutter portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments doesn’t sell high-commission investment products and earns 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).

Fisher Investments:
checkMark  Tailors your portfolio to your goals and needs
checkMark  Calls regularly to keep you informed
checkMark  Charges one simple, straightforward fee
Some Money Managers:
XMark  Provide cookie-cutter portfolios
XMark  Only call when they have something to sell
XMark  Sell high-commission investment products

What Is Our Investment Approach?


Watch How Our Flexible Investment Approach Benefits Clients

VIDEO: How We Tailor a Portfolio for Each Client

1:40 minutes

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We Tailor a Portfolio for You

We begin by getting a deep understanding of your personal situation, goals and needs. Fisher Investments uses this information in our top-down investment process to first determine the mix of stocks, bonds, cash or other securities that maximizes the likelihood of reaching your financial 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 stock market sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, flexible approach to portfolio management enables us to capitalize on global investing opportunities and help you achieve your financial goals.

We Keep You on Track

As a client, you’ll hear from us regularly to make sure your portfolio continues to serve your financial goals. We believe staying on the path to your financial goals is one of the biggest challenges investors continuously face, which is why we focus on providing you unparalleled client service. As a client, you’ll have a dedicated Investment Counselor who provides you regular, ongoing updates on the market and your portfolio.

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More Information About Fisher Investments


Account Size

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.

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Fees

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.

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Performance

Many of our clients are looking for their assets to last throughout their retirement years, while generating income. Therefore, we take a longer-term view toward performance measurement.

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How to Get Started


If you’d like to see whether Fisher Investments is a good fit for you, contact us today. We can provide you with a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying. If you decide to become a client, Fisher Investments has a team of professionals 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.

Locations and Contact Information


Fisher Investments Private Client Group has representatives in all 50 states and in 14 countries internationally.

US Headquarters
5525 NW Fisher Creek Drive
Camas, WA 98607

Additional Offices
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New to Fisher?

888-823-9566

 
Current Client?

800-550-1071

Contact Us Online

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More Resources

Download Fisher Investments' Most Popular Guides


Fisher Investments firmly believes education is key in the retirement planning journey, which is why we’re offering FREE guides below at no cost or obligation to you.

Download the 15-Minute Retirement Plan

The 15-Minute Retirement
Plan

Download

Download the Definitive Guide to Retirement Income

The Definitive Guide to
Retirement Income

Download

*As of 06/30/21.

**As of 06/30/21, Fisher Investments and its subsidiaries manage over $188 billion in assets globally—over $144 billion for private investors, $41 billion for institutional investors and $1 billion for US small to mid-sized business retirement plans.