Client-Focused Money Management for Over 40 Years

Fisher Investments is a fee-only investment adviser serving institutional and private clients globally. If you’ve worked hard and saved throughout your life, we can help you retire comfortably and confidently through tailored money management, industry-leading client service, illuminating insights and a fee structure aligned with your success.

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Our Approach

Tailored Portfolios

Your goals and needs are unique, and we believe your portfolio should reflect that. Learn how we build portfolios tailored to each individual client.

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Top-Down Investing

Our disciplined approach to building portfolios allows us to analyze the entire investment universe and find what we believe will lead markets moving forward.

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Flexible Strategy

We don’t restrict ourselves or your portfolio to investing in any specific asset class. Staying flexible allows us to explore opportunities others may miss.

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Global Diversification

We believe investing across the globe not only opens you up to new, rewarding investment opportunities, but it can also limit risk in your portfolio.

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How Fisher Can Help

Fisher Investments Unparalleled Service 

Portfolio Management

We can help you create a portfolio aligned with your goals and keep you on track to meet them.

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Financial Planning

We can help with all parts of your financial plan: budgeting, cash flow analysis, estate and tax planning, and even maximizing Social Security benefits.

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Annuity Evaluation

We’ve evaluated thousands of annuities for our clients. If you own an annuity or are planning to buy one, we can help you better understand the fine print and any potential risks.

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Retirement Planning

Whether you’re approaching retirement and don’t know where to start or in retirement and want to re-evaluate your plan, we can help you ask the right questions to help you get to your goals.

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Helpful Resources

Retirement Calculator

Get a quick sense of whether your current rate of savings has you on track for a comfortable retirement.

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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.

Let Us Help You Achieve the Retirement You Deserve!

Contact us to learn how we've helped thousands of successful people retire comfortably.