How We're Different
Throughout our history we have put our clients’ interests first by thinking independently and using data-proven solutions to create innovative investment strategies. Our experience, personalized approach and dedication to client service set us apart in the industry. We help you achieve your financial goals with tailored investment management, world-class service, unique insights and a fee structure designed for your success.
Our Client-First Culture
When you work with dedicated professionals who care about your well-being, it gives you confidence and peace of mind. Our culture focuses on always putting our clients’ interests first.
Investment Experience
Our Investment Policy Committee (IPC) is the dedicated team that makes all strategic investment decisions for client portfolios. The IPC has over 150 years of combined experience in helping our clients meet their investment goals and objectives.
A Fiduciary for You
Learn about how we’re structured to ensure we always put our clients’ interests first.
A Global Investing Thought Leader
Our time-tested portfolio management process starts with an analysis of global economic, political and sentiment factors we believe will drive markets over the next 12-18 months.
Our Structure
Fisher Investments manages assets across three principal business units: US Private Client, Institutional, and Private Client International. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
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Private Client Group
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Institutional Group
Private Client Group
You’ve worked hard and saved prudently throughout your life. We can help you retire comfortably and confidently through tailored money management, personalized client service and a fee structure aligned with your success.
Institutional Group
At Fisher Investments, we set ourselves apart through our rigorous investment process. We believe our top-down approach is uniquely suited for managing portfolios, and contrasts with the more bottom-up approaches of many competitors.
Our Leadership
Fisher Investments prides itself on having a well-established, tenured leadership team that has been helping clients achieve their financial goals for over 45 years.
Facts and Figures
As of 6/30/2025. Includes Fisher Investments and its affiliates.
Helpful Resources
Retirement Calculator
Are you ready for a comfortable retirement? Our Retirement Calculator will help you analyze your current savings rate to help you understand if you are on track.
Retirement Guides
Our downloadable guides offer information on retirement planning, retirement income and much more. They’re available at no cost or obligation to you.
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The 15-Minute Retirement Plan
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The Definitive Guide to Retirement Income
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99 Retirement Tips
The 15-Minute Retirement Plan
If you have a $1,000,000 portfolio, download the guide by best-selling author and money manager Ken Fisher’s firm. It’s called The 15-Minute Retirement Plan. Even if you have something else in place right now, it still makes sense to request your guide!
The Definitive Guide to Retirement Income
The world of investing can seem like a giant maze. Fisher Investments has developed several informational and educational guides tackling a variety of investing topics.
99 Retirement Tips
If you have a $1,000,000 portfolio, download the guide by best-selling author and money manager Ken Fisher’s firm. It’s called 99 Retirement Tips. Even if you have something else in place right now, it still makes sense to request your guide!
Insights & Media
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In The News Non-US stocks have been doing better than US stocks: Ken Fisher4/3/2025 12:00:00 AM
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In The News Ken Fisher: 2025 is a 'value-led year' guided by Europe4/2/2025 12:00:00 AM
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Expert Commentary This Week in Review | One Big Beautiful Bill Act, US Jobs Data (July 4, 2025)
7/4/2025 12:00:00 AM -
Market Insights Ken Fisher on Tariffs and Volatility, Sequence of Return Risk, and More – July 20257/3/2025 12:00:00 AM
Contact Us
Connect with our knowledgeable team to learn more about working with Fisher Investments.