In 1979, Ken Fisher founded Fisher Investments with the belief that a trustworthy investment adviser should provide a comprehensive approach to 1) portfolio management, 2) client service and 3) investor education. As an investment adviser serving both institutional and private clients, we have continually challenged ourselves to develop new ways to approach all three so that you feel adequately supported in your long-term financial goals. Now—over 40 years later—Fisher Investments has grown to manage $197 billion assets under management for more than 100,000 clients globally.*
At Fisher Investments’ Phoenix office, we believe that the first step in any investment process is defining your long-term goals. These goals may center on cash flow, growth or a combination of the two. After our investment adviser works with you to define what you want from your portfolio and how that might change over time, we can also help define your investment time horizon. Knowing how long your portfolio needs to last will help you identify an appropriate asset allocation—the mix of stocks, bonds, cash and other securities in your portfolio. Together, all these unique factors will be taken into consideration as we tailor our wealth management approach for you.
With over four decades of asset management experience, our established performance history has allowed us to help both high-net-worth and institutional investors reach a diverse array of financial goals. We believe this longevity is a testament to the service and value Fisher Investments provides in comparison to other Phoenix-based investment advisers.
Fisher Investments opened its Phoenix, AZ location to help provide investment adviser services to clients and prospective clients in the surrounding metropolitan area. In fact, all of our office locations are strategically picked with our clients in mind. For example, our Fisher Investments Phoenix location is easily accessible throughout the Valley—from Glendale, Tempe, Mesa and Scottsdale surrounding areas to allow our clients in the area ease of access when visiting. As we continue to grow our business, we strive to open more office locations to provide the in person service you deserve when vetting a local investment adviser.
Help take the stress out of wealth management and let Fisher Investments provide you with a customized investment strategy so that you can get back the flexibility to enjoy all Phoenix Metro has to offer. From hiking the unique desert landscape to exploring the multitude of museums, we are dedicated to give you back valuable time to do what you love.
Your experience as a Fisher Investments client is our priority. We are continually seeking new ways to build trust with clients by keeping them updated on capital markets. We are available to discuss our investment decisions, along with the impact of current events and market performance on client portfolios.
While you should never feel like you have to watch the market as a Fisher Investments' client—we’ll do that for you—we still believe you should be as informed as you’d like to be. Unlike other investment advisers, we produce a variety of free educational materials, including books, articles, podcasts and quarterly investing updates to help keep you afloat on current market movement and key rationale. Additionally, Fisher Investments' employees are available to help address your questions and concerns, and proactively keep you updated on changes to your portfolio. We take every measure to ensure you have all the information you need to help you feel comfortable with our wealth management strategies.
Fisher Investments is proud to put clients first and challenge other local Phoenix investment adviser to do the same. Contact us to learn more about our company’s asset management services. Our office is located off I-51 and E Camelback Rd. A Regional Vice President is happy to meet with you in the greater Phoenix, AZ metropolitan area whenever you are ready.
*As of 3/31/2022, Fisher Investments and its subsidiaries manage over $197 billion in assets globally—over $156 billion for private investors, $39 billion for institutional investors and $2 billion for US small to mid-sized business retirement plans.
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!
