Fisher Investments’ office in beautiful Bellevue, WA, is located right across Lake Washington from Seattle, WA, and serves the greater Washington State area. Fisher employees can focus on helping our prospective and existing clients, free from the noise and distractions of the city core. If you are interested in developing your portfolio and you’d like to explore what we have to offer, we’d be happy to meet with you and discuss whether Fisher is a good fit for you.
When you hire Fisher Investments, you can trust that we always prioritize our clients’ needs. Since Ken Fisher founded the company in 1979, Fisher Investments has been structured around the principle of aligning company and client interests. From the way we separate sales, service, operations, portfolio management, research and marketing, to how we structure our fees, Fisher works to avoid conflicts of interest. This is not just our legal duty as a fiduciary; it’s how we prefer to do business. Unlike many investment firms, Fisher doesn’t make commissions on trades or from selling investment products. Under our fee-only structure, the only fees you pay us depend on the amount you have invested with us. The more you make, the more we make—your success is our motivation.
At Fisher Investments, we know that when we’re building your portfolio, you are the most valuable source of information. When you hire Fisher, your dedicated Investment Counselor meets with you to discuss your financial goals and needs. At the same time, he or she gets to know the rest of your unique personal situation, too: your lifestyle, health and vision for yourself and your family. You’ve worked hard to save your money, and we celebrate your discipline by getting all the details we need to structure and manage a portfolio tailored to your goals.
Your Investment Counselor is your primary point of contact, but we’re also working hard in the background. Fisher Investments’ extensive research department studies the markets so you don’t have to. Guided by our Investment Policy Committee—with Ken Fisher at the helm—we pride ourselves on an approach to financial markets that sets us apart from many firms in our industry. Instead of focusing solely on a few countries, Fisher employs a top-down strategy, starting globally and working down from the kind of investments you should own (stocks, bonds, cash, etc.) to the countries, sectors and, finally, individual securities we think will do well moving forward. Our decisions take into account many market-moving factors, including politics, macroeconomics and investor sentiment—but we avoid the noise of temporary hype.
Fisher helps you stay on track with your goals and remain strong in the face of market volatility. We proactively reach out to keep you updated on market changes, discuss our investment decisions and address any concerns about how current events may affect your portfolio. And we empower you to learn as much about markets as you’d like with our free, easily accessible educational investment materials, including books, articles, podcasts and quarterly updates.
To learn more about our company’s services, contact us, and a Regional Vice President will be happy to discuss your financial goals. If you’d like to set an appointment to visit our Bellevue, WA, office, we are located right off I-405, and are easily accessible via bus lines 226, 232, 234 and 235.
To Investors Who Want to Retire Comfortably
If you have a $500,000 portfolio, download the guide by Forbes columnist and money manager Ken Fisher’s firm. It’s called The 15-Minute Retirement Plan. Even if you have something else in place right now, it still makes sense to request your guide!