Many investors come to us with questions about our firm, including how we work and how we're different from other investment advisers. For your convenience, we have developed a list of the most common questions our prospective clients ask during their search for a money manager.
If you want to know more—or have a specific question—please feel free contact us. We’re happy to answer any questions you have.
Learn more about what makes us different.Watch the Video
Fisher Investments is registered with the SEC as an investment adviser providing asset management to high net worth individuals and institutions worldwide. We uphold the industry’s highest standard of care and help investors reach their long-term goals through active money management. When you hire Fisher Investments to help manage your money, you can expect a personalized, rewarding investment experience and world-class service.
Our approach to asset management starts with you. We help our clients reach their investment goals through tailored portfolios built with a dynamic, global approach to asset and style allocation.
Other money managers may offer cookie-cutter portfolios or strategies based on a single style of investing. That means you’re getting the same advice as everyone else, regardless of your situation. While other managers may consider just your age or risk tolerance, we learn about your goals, financial needs, health, age, family circumstances and more.
We approach communications differently, too. You’ll hear from us regularly—not just when markets are doing well. While other money managers may avoid your calls when markets are turbulent, we’ll be in touch, letting you know what’s happening with your portfolio.
Find out more about how Fisher Investments is different than other money managers.
Through tailored portfolio management, we help high net worth individuals and institutions around the world reach their long-term financial goals.
As a client, you will benefit from a comprehensive, personalized financial plan helping you confidently save, spend and invest. Communication and service are tailored to your needs. In addition, we can help with financial planning, budgeting, cash-flow analysis, estate and tax planning, and strategies for maximizing Social Security benefits.
Beyond investing and financial planning, we want to help make you a more comfortable, disciplined and informed investor. That’s why you’ll have a dedicated Investment Counselor to help you understand what’s going on in your account—and why. Your Investment Counselor stays in touch through up and down markets and is also your gateway to a wealth of exclusive content and informational resources.
Learn more about what we offer here.
Unlike some money managers, we don’t earn commissions on trades. Instead, we use a tiered fee structure that’s based on your portfolio’s size. This means we’re always focused on your best interests, and when you do better we do better.
Learn more about our fees here.
Our Investment Policy Committee (IPC) makes all strategic investment decisions for our clients’ portfolios. The IPC has over 140 years of combined investing experience. They are supported by our large research department, which includes capital markets, macroeconomics, securities and quantitative analysts.
Learn more about the IPC here or in their profiles:
We take an active, disciplined and global approach to managing money. We learn about your unique goals and needs so we can create a personalized portfolio for you. Your investment objectives and our market outlook help determine your asset allocation—your mix of stocks, bonds, cash or other securities.
As market conditions or your needs change, we may adjust your asset allocation to keep your portfolio positioned to meet your long-term objectives. We meticulously analyze markets, identify attractive investment categories and then choose individual stocks, bonds or other securities for your portfolio. We search the world for investing opportunities because a diversified portfolio can help you achieve your goals sooner.
Our personalized, disciplined and global approach to managing money has helped our more than 69,000 clients worldwide plan for their financial future with confidence.*
*6/30/2020. Includes Fisher Investments and its subsidiaries.
We are proud of our performance history. Since we opened in 1979, we have developed investing strategies and innovative approaches to analyzing how economic, political and sentiment factors drive markets.
Fisher Investments Private Client Group (FIPCG) claims compliance with the Global Investment Performance Standards (GIPS®), a framework of rigorous measurement standards with some important features: 1) Performance represents the majority of our clients’ portfolios, 2) Quoted performance numbers are those that client portfolios actually achieved and 3) can be compared to other GIPS-compliant investment advisers.
It may sound surprising, but not all money managers take such a disciplined approach to measuring or advertising performance. That’s why we urge investors to remember past performance is not indicative of future results and should only be one of many considerations when choosing a money manager. You should also weigh the quality of service and advice and if the business is structured to put your needs first.
If you would like to see and discuss our performance history, please contact Fisher Investments at (888) 823-9566. A regional representative will be happy to provide more information about our performance history and discuss investment strategies for your personal goals.
Fisher Investments’ Private Client Group focuses on high net worth individuals with investable assets of $500,000 or more. When we started the Private Client Group, we saw an opportunity to help an underserved market with different needs than other investors. We’re dedicated to serving clients who have worked hard throughout their lives with investing advice, tailored solutions and ongoing support.
Find out more about becoming a client here.
You can become a client by contacting or calling us today at (888) 823-9566. We’d be happy to speak with you and discuss your goals. We will guide you through every step of becoming a new client. Our hands-on approach respects your time, keeps you informed and reduces the amount of paperwork you need to fill out.
We primarily invest in domestic and foreign common stocks, fixed income securities, and structured products or other derivatives that can include leverage. We also sometimes use hedging instruments such as short equity positions and options when it’s appropriate given your situation and current market conditions. Your long-term financial goals always determine our investment choices.
We take your security and privacy seriously and have implemented numerous layers of security measures for you.
At the forefront is your Investment Counselor, your primary point of contact who knows you and your personal situation. If your Investment Counselor receives an abnormal request, he or she will put it on hold until he or she can obtain confirmation from you. In addition, employees are supported by comprehensive data management systems and security policies to protect client data from external and internal threats.
When you invest with Fisher Investments, we manage your investments, but your assets are held by a third-party custodian. Using a third-party custodian helps in reducing conflicts of interest and promotes transparency.
Lastly, rest assured we never share or sell your name for marketing purposes.
Damian Ornani is our CEO. He started at Fisher Investments in 1997 and has been CEO since 2016. He directs day-to-day operations and oversees our four primary business units: Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments Private Client Group International.
Read Damian’s bio here.
We’re privately held, which helps us serve our clients and act in their best interests without obligation to private equity backers or other investors.
Learn more about Fisher Investments here.
Fisher Investments and its affiliates have over 3,500 employees across 30 countries and six continents. Our exceptional workforce is highly specialized with diverse skills and backgrounds, but we’re all relentlessly focused on serving our clients. We’re nimble, we always put our clients’ best interests first, and we have carefully built this company so it can grow, continue to put clients first and deliver excellent investments results.
As of 9/30/20, we manage over $135 billion for clients globally.* This includes assets under management from our four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments Private Client Group International, which serve a global client base of diverse investors.
Find out more about our assets under management here.
*As of 9/30/20. Includes Fisher Investments and its subsidiaries.