Legal Terms for Collective Funds

Fisher Investments advises the Fisher Investments Collective Funds, each of which is part of the Fisher Investments Collective Trust managed by SEI Trust Company.* These funds are exclusively for retirement plans that are clients of Fisher Investments 401(k) Solutions. For more information about the funds, please click on the link below.

View PDF

*SEI Trust Company (the "Trustee") serves as the Trustee of the Fund and maintains ultimate fiduciary authority over the management of, and the investments made, in the Fund. The Fund is part of a Collective Investment Trust (the "Trust") operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (SEI).

About Us

Fisher Investments 401(k) Solutions is committed to bringing unparalleled support to small and mid-size businesses and their employees through 401(k) retirement plan services.