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VIDEO: How Our Specialized Business Model Benefits You

1:40 minutes

Fisher Investments does things differently. We’re not generalists—we specialize our service offering and employees focus on specific roles. In this video, Senior Executive Vice President of our 401(k) Solutions Group, Nathan Fisher, discusses how this specialization can help provide clients with better portfolio management.

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How We're Different

1. Flexible Investment Approach

Unlike some money managers and many mutual funds that focus on narrow market categories that may move in and out of favor, we can adjust our investment strategy depending on our forward-looking market views, as well as your personal objectives.

2. Global Investing Expertise

We seek to maximize opportunity and manage risk by investing globally. Many American investors tend to focus solely on US stocks. However, the US makes up about half of the world stock market. We invest globally to take advantage of worldwide opportunities many miss.

3. Simple, Straightforward Fee Structure

Unlike with many brokers, our incentive is not to “churn” your account since we don’t earn any commissions on trades. We simply charge a fee based on assets under management, which aligns our incentives with our clients’ best interests.

4. Direct, Proactive Customer Service

With us, you’re not simply another account number. You’ll hear from us regularly, and not because we have some new product to sell. Our goal is to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio.

5. Established Performance History

Our Investment Policy Committee has over 130 years of combined industry experience, and our founder and Executive Chairman, Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s history.

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Fisher Puts You First

Take the Next Step: Contact Us Today at
1 (888) 823-9566

Our investments professionals can answer any questions you have and provide you with our latest retirement and investing guides.

Fisher Investments: A Trusted Name in the Industry for 40 Years

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $121 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 175 large institutions and over 69,000 high net worth individuals. Founder Ken Fisher is a regular contributor to several publications, including USA Today, Financial Times in the UK, Focus Money in Germany, Børsen in Denmark and De Telegraaf in the Netherlands. He has also authored several New York Times bestsellers on finance and investing.

Fisher Investments was recognized on the Financial Times 2019 Top 300 investment advisers list for the sixth consecutive year. 2019 also marks the sixth annual FT 300 list, which aims to recognize the industry's elite investment adviser firms in the United States. Our wholly-owned subsidiary, Fisher Investments UK, was recently recognized as ADVFN’s Wealth Manager of the Year.

*As of 12/31/2019, Fisher Investments and its subsidiaries manage over $121 billion in assets—over $75 billion for North American private investors, over $33 billion for institutional investors and over $11 billion for European private investors.