Fisher Investments AUM

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with over $123 billion under management*. Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 150 large institutions and over 68,000 high net worth individuals.

• FIIG manages over $29 billion for 150+ organizations on 6 continents.* This includes corporate, public and multi-employer pension funds; foundations and endowments; insurance companies; healthcare organizations; governments; and investment companies. It offers a broad array of US, non-US and global investment portfolio strategies with various capitalization and style orientations.
  
  
• PCG manages over $79 billion for over 68,000 clients primarily in the US.* It serves individual investors with personalized portfolio strategies that are tailored to each client’s situation and investment goals. Our flexible portfolio approach can be adjusted based on forward-looking views of market conditions or client preferences while remaining tax efficient.
  
  
• FIE manages over $12 billion for over 5,000 individual investors throughout Europe.* It offers similar services to PCG, but is able to accommodate rules and regulations for countries applicable to the client’s situation when creating international investment strategies.

*As of 6/30/2020. Includes Fisher Investments and its subsidiaries.