Our Clients Drive Us to Excellence.

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.*

CONTACT US TODAY READ OUR FREE BROCHURE

CONTACT US TODAY READ OUR FREE BROCHURE

Built to Deliver Excellent Client Results

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.

140+ Years' of Experience Across Our Investment Team

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.

A Fiduciary—for 40 Years and Running

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.

Superior Service and Communication

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.

Endless Innovation

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.

Recognized

Thanks to our clients, we’ve received endorsements from the Financial Times, InvestmentsNews, ADVFN and more.

Clean as a Whistle

We have an excellent record with our regulators, so clients don’t have to worry about the integrity of their investment manager.

Clearly Different Money Management™

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.

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How Can Fisher Investments Help You?

Fisher Investments manages money for people like you who have worked hard and saved for a comfortable retirement. You’ve earned the right to comprehensive retirement services from a world-class investment adviser.

Portfolio Management

You deserve better than "cookie cutter." With us, you will receive a portfolio tailored to your unique needs, and we’ll actively manage it in all market conditions.

Financial Planning

Beyond investment experience, we offer financial planning services that range from helping you plan for taxes, Social Security and Medicare to helping you navigate estate planning and more.

Annuity Evaluation

Fisher Investments can help you determine if an annuity makes sense as a long-term investment based on your individual goals.

Portfolio Management

Fisher Investments offers separate account portfolio management, tailored to each client's situation and investment goals. Portfolios are adjusted based on your personal needs as well as our forward-looking views of the market. All investment strategies are directed by our five-member Investment Policy Committee with over 140 years' of combined industry experience and supported by the firm's in-house global research team. LEARN MORE >

Financial Planning

Does your financial plan address your retirement needs? Is it personalized to your situation? Is it easy to understand and act upon? The reality is many financial plans are really just glossy, chart-packed sales pitches design to sell you complex and often expensive products. At Fisher Investments, we believe there's a better approach to investing. Our approach is focused on helping you make the right decisions for your future–not on selling you products. LEARN MORE >

Annuity Evaluation

Fisher Investments doesn't sell annuities, but we do commonly see clients who come to us with annuities whose characteristics don't match their greater financial goals. We believe your money is best utilized when it helps you reach your goals, which is why we created the Fisher Investments Annuity Evaluation Program. This service is specifically designed to help educate investors about the annuities they own or are considering. LEARN MORE >

How Can Fisher Investments Help You?

Fisher Investments manages money for people like you who have worked hard and saved for a comfortable retirement. You’ve earned the right to comprehensive retirement services from a world-class investment adviser.

Download Our Free Educational Guides

We firmly believe in educating people regardless of whether they become clients. Planning for your financial future begins here. Take advantage of these free resources and don't hesitate to reach out to us to learn more!

Download Our Free Educational Guides

We firmly believe in educating people regardless of whether they become clients. Planning for your financial future begins here. Take advantage of these free resources and don't hesitate to reach out to us to learn more!