As of 3/31/2025. Includes Fisher Investments and its affiliates.
See here for a full list of awards disclosures.
Structured to Always Put Your Interests First
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Client-Focused
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Investment Experience
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Top-Down, Global Investment Approach
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Independent
Client-Focused
Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.
We separate service, sales and portfolio management roles to ensure you’re always working with someone focused in their area and on you. We believe this division of labor ensures you have our undivided care at every step of our relationship.
Investment Experience
Fisher Investments’ five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 150 combined years of industry experience.
Top-Down, Global Investment Approach
Our time-tested, top-down portfolio management approach starts by analyzing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.
Independent
We’re privately held, which means we control our destiny. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.
How We Can Help
Personal Wealth Management
We help individuals and families achieve their goals through tailored investment portfolios, personalized client service, comprehensive financial planning resources, and more.
Small Business 401(k) Services
We offer customized solutions to simplify day-to-day 401(k) management responsibilities for small- to medium-sized businesses, including navigating recordkeeper and CPA relationships, managing retirement plan funds and much more.
Institutional Investing
We have a long history of managing assets for some of the world’s largest, most prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.
Insights & Media
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Expert Commentary 3 Things You Need to Know This Week | US Tax Bill, Inflation Data, Growth vs Value (June 9, 2025)6/9/2025 12:00:00 AM
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Expert Commentary This Week in Review | Breakevenitis, US-China Negotiations, ECB Policy Meeting (June 6, 2025)6/6/2025 12:00:00 AM
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Market Analysis Reviewing Tariffs’ Effect on May Jobs6/11/2025 12:00:00 AM
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In The News Tariff Watch Wednesday6/11/2025 12:00:00 AM
Demonstrated Experience
Investment Policy Committee Leadership
The Investment Policy Committee is our five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The Investment Policy Committee has over 150 years of combined industry experience. Stability and longevity help build consistency with your investment strategy.
Structured to Always Put Our Clients' Interests First
When fees aren't aligned with your interests, your retirement goals could be put into jeopardy. That's why we believe clients deserve simplicity and transparency when it comes to fees they pay.
A Client-Focused Culture
Compared with other investment firms, we do things differently—not just to be different, but because it matters for our clients. We designed our entire business to provide superior service and minimize conflicts of interest.
Learn More
Learn why 175,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 3/31/2025
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