Our History

Ken Fisher founded Fisher Investments in 1979. From the start, Fisher Investments has managed discretionary assets with a fundamental belief in capitalism and free capital markets.

Featured image: Fisher Investments' Woodside, CA Office

Key Moments in the History of Fisher Investments

Today, Fisher Investments and its subsidiaries operate in 14 offices and serve over 145,000 clients globally.* Take a peek at how our firm has evolved in our 40+ years of helping individuals, families, businesses and institutions all over the world achieve their long-term financial goals.

*As of 12/31/2023, Fisher Investments and its subsidiaries manage over $236 billion in assets globally—over $196 billion for private investors, $35 billion for institutional investors and $4 billion for US small to mid-sized business retirement plans.

Contributions to the Investment Universe

Throughout Fisher Investments' history, we have continuously developed ways to look at capital markets differently.

  • Key Developments
  • Ongoing Research

Key Developments

  • Ken Fisher's theoretical work in the 1970s popularized the use of the Price-to-Sales Ratio, now a core element of modern financial curriculum. This tool was instrumental in managing small cap value portfolios for our institutional clients.
  • In the mid-1980s, Fisher Investments contributed to the delineation of six distinct investment styles. We used these advancements as the foundation for a new series of broad mandate strategies, including Global Total Return, US Total Return and Foreign Equity.

Ongoing Research

We have dedicated significant resources to the field of behavioral finance to better understand financial tools and how investors use them. Our research has led us to develop practical applications of behavioral finance in our portfolio management process.

Our research has been showcased in numerous financial journals, including the Financial Analysts Journal and The Journal of Portfolio Management. In 1984, Ken began writing Forbes’ “Portfolio Strategy” column, which ran monthly until 12/31/2016—making Ken the longest continuously running columnist in the magazine’s history. He now writes regular columns for RealClearMarkets.com and monthly, local-language columns in major Asian and Western European media organizations.

Ken has also written 11 books on investing and wealth creation. Four of Ken's more recent booksDebunkery (2010), How to Smell a Rat: The Five Signs of Financial Fraud (2009), The Ten Roads to Riches (2008) and The Only Three Questions That Count (2006)—were named New York Times bestsellers.

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