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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Not all advisers are equal. Learn about the strict legal standard we follow to keep clients’ interests first.
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Our management team leads by example in putting clients first—in our portfolio management and client service.
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Our culture supports our commitment to provide unparalleled service that puts clients’ interests first.
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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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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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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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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We can help you create a portfolio aligned with your goals and keep you on track to meet them.
Learn MoreWe can help with all parts of your financial plan: budgeting, cash flow analysis, estate and tax planning, and even maximizing Social Security benefits.
Learn MoreWe’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.
Learn MoreWhether 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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Get a quick sense of whether your current rate of savings has you on track for a comfortable retirement.
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Our downloadable guides offer information on retirement planning, retirement income and much more. They’re available at no cost or obligation to you.
Contact us to learn how we've helped thousands of successful people retire comfortably.
