Client-Focused Money Management for Over 40 Years 

Fisher Investments is a fee-only investment adviser serving private clients, small- to mid-sized businesses and institutional investors globally. 

How We're Different

Fisher Investments works in our clientsโ€™ best interests by thinking and acting independently to find innovative and data-proven investment solutions. Our experience, personalized approach and commitment to serving our clients make us unique in our industry. We can help you achieve your financial goals through tailored money management, proactive client service, unique perspectives 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 clientsโ€™ interests first.

Explore Our Culture
A Fiduciary for You

Learn about how weโ€™re structured to ensure we always put our clientsโ€™ interests first.

Fiduciary Responsibility
 
 
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.

Our Investment Policy Committee
A Global Investing Thought Leader

Our time-tested portfolio management processes start with an analysis of global economic, political and sentiment drivers and how they might affect asset class categories.

Top-Down Approach


Our Structure

Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. 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.

Learn More About Our Services Here



  • Private Client Group
  • Institutional Group
  • 401(k) Solutions Group
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Private Client Group

Youโ€™ve worked hard and saved prudently throughout your life. We can help you retire comfortably and confidently through tailored money management, proactive client service and a fee structure aligned with your success.

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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.

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401(k) Solutions Group

Fisher Investments 401(k) Solutions is dedicated to bringing superior retirement plan services to small- and mid-sized businesses and their employees. We work closely with business owners and plan sponsors to improve plan performance, reduce risk, ease administrative burden and help employees plan for a dignified retirement.

Facts and Figures*

100,000

individuals, families, businesses and institutions around the world

$197 billion

assets under management (as of 3/31/2022)

40+ years

experience serving clients and helping them achieve their investment objectives

4,500+

employees dedicated to your financial goals

*Information current as of 3/31/2022. Includes Fisher Investments and its subsidiaries.




Helpful Resources

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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. Theyโ€™re available at no cost or obligation to you.

  • The 15-Minute Retirement Plan
  • The Definitive Guide to Retirement Income
  • 99 Retirement Tips
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The 15-Minute Retirement Plan

If you have a $500,000 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!

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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.

Image that reads 99 retirement tips

99 Retirement Tips

If you have a $500,000 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!

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Contact Us

Connect with our knowledgeable team to learn more about working with Fisher Investments.

Contact Us Today