In 1979 we set out to build a different kind of investment firm. We became the first truly global, high net worth investment adviser. 70,000+ families later, we’re still just getting started.*
You’ve dedicated yourself to providing for your financial future. That’s why you deserve a money manager who matches that devotion with experience, structure and client focus to deliver the investment results you need.
Our Investment Policy Committee has over 140 years' of combined experience and achievements, including popularizing the price-to-sales ratio. Our research team scrutinizes every country, sector and market, looking for opportunities for clients.
We were a fiduciary before it was a buzzword. We put clients first and keep them first, in our US business and abroad. We were the first truly global, high net worth investment adviser.
We host more in-person events than any other adviser and proactively keep clients updated. Each client receives a dedicated Investment Counselor who helps keep them on track to meet their goals.
We reinvest in our business, so we are constantly evolving and bringing new opportunities to our clients. This helps us stay ahead of the competition.
Thanks to our clients, we’ve received endorsements from the Financial Times, InvestmentsNews, ADVFN and more.
We have an excellent record with our regulators, so clients don’t have to worry about the integrity of their investment manager.
We built our business to put clients first and deliver excellent results for them. That’s how we became the first truly global, high net worth investment adviser. And that’s why we can confidently say: We do better when you do better.
iADVFN Wealth Manager of the Year 2015–2017, 2019: A panel of global judges including investment advisers, brokerage firms, notable journalists & trading platforms selects the winners.
iiFinancial Times’ Top 300 IA list 2014–2019: FT evaluates advisers based on AUM, asset growth, years in existence, key employees’ industry certifications, online accessibility & compliance record.
iii InvestmentNews’ RIA list 2016–2019: InvestmentNews ranks firms based on AUM.
iv The BBB rates businesses on type of business, transparency of business practices & other factors.
v The Oregonian Top Workplace 2017–2019: Awarded based on employee ratings of statements about FI in the Top Workplaces survey.
vi Top Workplace in Texas 2019: Great Place to Work® & Fortune Magazine surveyed 42,000 TX-based employees from hundreds of employers.
vii Best Places to Work for Recent Grads 2016: Symplicity surveyed employers on benefits, training, company culture and more. The top 25 highest-scoring companies made the final awards list.
viii Top 100 Places to Work 2018 by Dallas Morning News: The ranking is determined by independent workplace survey firm, Energage, based on anonymous employee feedback from hundreds of the region’s top employers.
ix Training Top 125 Winners 2020: Training Magazine ranked companies by assessing factors like financial investment in employee development & more.
x Certified Great Place to Work® 2018–2020: Great Place to Work® anonymously surveyed over 2,000 FI employees, measuring factors including compensation, manager quality, overall workplace atmosphere & more.
xi BEST Award 2019–2020: The Association for Talent Development recognizes organizations using talent development as a strategic business objective.
xii Best employer in (German) Financial Sector 2015 by Cash.Online: Results based on a Kununu.com evaluation, a review site for employers in Germany. Employees rate their employer on career & comfort factors.
xiii Best Work Atmosphere 2016 by DasInvestment: Results based on a Kununu.com survey across 115 different employers in the German financial sector. The survey measured 13 factors including career opportunities, work climate & atmosphere.
xiv II300 2018: InstitutionalInvestor’s annual ranking of the 300 largest US-based asset managers by AUM.
xv One of the World’s Largest Money Managers 2017–2019: Pensions & Investments ranks money managers based on total global institutional AUM.
xvi Top Retirement Adviser 2017–2018: FT identified & graded 401 US wealth managers based on defined contribution AUM, specialization & business growth; years of experience; industry certifications; plan participation rates; & compliance record.
xvii Top Defined Contribution Advisor Firm 2017–2018: National Association of Plan Advisors selected based on criteria about their practices.
xviii IA30 list 2010: Investment Advisor recognized Ken Fisher as one of the 30 most influential people in & around the investment management profession over the past 30 years.
xix IA25 list 2011: Investment Advisor recognized Ken Fisher as one the most influential people in & around the advisor universe.
xx Bernstein Fabozzi/Jacobs Levy Award: The Journal of Portfolio Management recognized Ken Fisher & Meir Statman’s article, “Cognitive Biases in Market Forecasts,” in Fall 2000. Awarded based on votes by a selected panel.
xxi Tiburon Challenging Convention Award 2013: Tiburon Strategic Advisors recognized Ken Fisher as a financial services industry leader, excelling at maintaining customer focus & challenging conventional wisdom.
xxii Ken Fisher’s “Portfolio Strategy” column in Forbes ran from 1984 to 2016.
xxiii AAII Top 40: The American Association of Individual Investors selected Ken Fisher‘s article, “Price-Sales Ratios: A New Tool for Measuring Stock Popularity,” as one of 40 influential investment education articles from the publication’s past.
xxiv Icons & Innovators 2016: InvestmentNews recognized Ken Fisher as an investment professional who has shaped & transformed the financial advice profession.
xxv Humboldt State University Distinguished Alumni Award 2007: The Humboldt State University Alumni Association recognized Ken Fisher for his leadership & contribution to the community & environment.
*As of 01/31/2020, Fisher Investments and its subsidiaries.
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.
Copyright 2023 Fisher Investments. All rights reserved.