We’ve helped thousands of clients reach their goals through:
Asset management tailored to their unique needs
Excellent service and dedicated investment counselors
Access to financial planning resources covering Social Security, Medicare, estate planning, tax efficiencies and more
A fiduciary duty to always put clients’ interests first—and one simple, transparent fee that means we only do better when you do better
Investors who trust Fisher Investments to
manage their savings with care.*
For over 40 years, Fisher Investments has helped investors achieve their financial goals.* We work in our clients’ best interests by thinking and acting independently rather than following outdated industry practices. Our personalized approach, our total commitment to serving our clients and our investing experience make us unique in our industry.
Fisher Investments was founded in 1979 and has expanded to Canada and to the UK, France, Spain, Italy, the Netherlands, Belgium, Denmark, Norway, Sweden, Japan and Australia through its affiliates. Fisher Investments currently manages $197 billion* for investors worldwide and helps over 80,000 clients* meet their financial goals.
When you become a client, you get a comprehensive financial plan, including resources on investing, Social Security, Medicare, tax efficiency and more. To help you make the most of our services, you get a dedicated adviser who takes the time to get to know your unique goals, finances, health, family and lifestyle. To top it off, we’re a fiduciary—meaning we’re in your corner, we have your back, we’re here for you and we always put your interests first.
Learn ways we can turn your long-term planning needs into a comfortable retirement.
Fisher Investments is registered with the SEC as an investment adviser providing asset management to high net worth individuals worldwide. We uphold the industry’s highest standard of care and help investors reach their long-term goals through active money management.
Fisher Investments provides comprehensive, personalized financial planning services—including budgeting, cash-flow analysis, estate and tax planning and strategies for maximizing Social Security benefits.
Clients benefit from a dedicated Investment Counselor who helps them understand what’s going on in their accounts—and why. Your Investment Counselor stays in touch through up and down markets and can help you access a wealth of exclusive content and informational resources.
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, Fisher Investments learns about your goals, financial needs, health, age, family and more. Then we'll build a portfolio tailored to your situation.
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 clients’ best interests, and when clients do better we do better.
With over 140 years of combined investing experience, our Investment Policy Committee (IPC) makes all strategic investment decisions for our clients’ portfolios. The IPC is supported by our large research department, which includes capital markets, macroeconomics, securities and quantitative analysts. As market conditions or needs change, we may adjust your asset allocation to keep your portfolio positioned to help you meet your long-term goals.
Fisher Investments’ Private Client Group focuses on high net worth individuals with investable assets of $500,000 or more. We believe this market is underserved—and deserves a better form of money management uniquely suited to their long-term goals.