How We're Different
Throughout our history, Fisher Investments has worked in our clients’ 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, world-class 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 weโre 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 ApproachOur 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
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Private Client Group
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Institutional Group
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401(k) Solutions Group
Private Client Group
Youโve 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.
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.
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 40 years.
Learn More About Our Leadership TeamFacts and Figures*
*Information current As of 3/31/2023. Includes Fisher Investments and its subsidiaries.
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. Theyโre 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 $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!
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 $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!
Insights & Media
Contact Us
Connect with our knowledgeable team to learn more about working with Fisher Investments.