Fisher Investments Assets Under Management

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with over $197 billion under management.* Fisher Investments maintains three principal businesses: the Private Client Group, Institutional Group and  401(k) Solutions.

• The Private Client Group within Fisher Investments and its affiliates manage over $156 billion for families and individuals around the world.* Clients receive personalized portfolio strategies tailored to their situation and investment goals.

• Fisher Investments Institutional Group manages over $39 billion for organizations including corporate, public and multi-employer pension funds; foundations and endowments; insurance companies; healthcare organizations; governments; and investment companies. Clients across the world rely on Fisher Investments and its subsidiaries for a broad array of US, non-US and global investment portfolio strategies with various capitalization and style orientations, including environmental, social and governance (ESG) strategies.

• Fisher Investments 401(k) Solutions Group manages over $2 billion for small- to mid-sized corporate-sponsored retirement plans in the US. Employers rely on 401(k) Solutions to provide investment solutions, employee services, administrative support and fiduciary responsibility.

*As of 3/31/2022. Includes Fisher Investments and its subsidiaries.