Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first—helping you achieve all the goals you envision.

A “one-stop shop”, we separate service, sales and portfolio management roles to ensure you’re always working with someone focused in their area and on you. We believe this division of labor ensures you have our undivided care at every step of our relationship.

Fisher Investments’ five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 150 combined years of industry experience and a strong record of selecting investments that will help you achieve your goals.

Our time-tested, top-down portfolio management approach starts by analyzing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.

We’re privately held, which means we control our destiny. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry. We seek to innovate and to never fall short of your expectations.