Financial Planning with Fisher Investments

What Does Tax Reform Mean for You?

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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Get Our Latest Stock Market Outlook

Where are markets going from here? Find out in the latest 2019 Q1 Stock Market Outlook where Fisher Investments reviews:

  • Should you expect a bear market in 2019?
  • What should you expect for eurozone stocks in 2019?
  • Why are gridlocked global governments good for stocks?
  • And much more...
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Fisher Investments 15-Minute Retirement Plan

Get Your 15-Minute Retirement Plan

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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Why Choose Fisher Investments?

Why Choose Fisher Investments

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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Market Insights

USA Today Ken Fisher logo
Why I Still Hate Annuities: Here Are The Reasons These Investments Are Bogus
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About That Gangbusters UK Retail Sales Report
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Access additional insights from Fisher Investments on Reuters Plus:

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.

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Qualified investment specialists are available to answer your questions.

Learn what makes Fisher Investments different.

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.*

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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.

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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.

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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.

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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.

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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.

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* As of 03/31/2019. Includes Fisher Investments and its subsidiaries.

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Contact Fisher Investments to learn how we can help you achieve your financial goals.