Fisher Investments - Denver, CO

5299 DTC Boulevard

, Suite 1140

Greenwood Village, CO 80111

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Appointments are available at this office. 

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About Our Denver, CO Office

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Discover What Sets Fisher Investments Apart from Other Denver Area Investment Advisers

Ever since Ken Fisher founded Fisher Investments in 1979, the firm has been committed to providing suitable investment solutions for its clients with unparalleled and personalized service. Over the course of four decades, Fisher Investments has managed assets for both institutional and private clients, while operating under the Fiduciary Standard—an obligation to both ethically and legally to act within clients’ best interest. Whether our investment adviser is mapping out the impact of different income strategies, creating an estate plan, or even navigating life’s major non-financial decisions—like transitioning from the working world into retirement—a Fisher Investments representative located in the Mile-High City can help.

As one the world’s largest fee-only Registered Investment Advisers, Fisher Investments manages $211 billion assets under management for 135,000 clients all over the world.* Our clients appreciate our transparent fee structure, based on assets under management, as well as our approach to personalized client service. When you hire Fisher Investments Denver, you can expect to receive services tailored to your financial needs from an investment adviser that can.

Why Choose Fisher Investments as Your Denver-Located Investment Adviser?

Our goal is to help you maximize the likelihood of achieving your investment objectives, starting with an effective investment strategy. To do so, Fisher Investments must understand the needs and goals you have for the assets you place under our care. The investment strategy we apply is tailored to your specific needs, whether that’s facilitating your living expenses, growing your portfolio’s value over time, some combination of those goals or some other need or objective.

However, our world-class portfolio management is only half the picture. Of equal—if not more—importance is our personalized service. Unlike with other Denver investment advisers, as a Fisher Investments client you will receive educational opportunities to help you feel more connected to portfolio decisions. In fact, we believe that deepening your investing knowledge and confidence is key to reaching your financial goals.

Why Denver, Colorado?

Fisher Investments opened its Denver office to better serve existing and prospective clients in the Centennial State. Located in the heart of the Tech Center in Greenwood Village, Denver, our investment adviser offers a convenient and comfortable spot for investors to meet with our local representatives to discuss the wide range of financial services we can provide.

We believe in providing all clients with custom approaches to financial management that align with their unique interests. So whether you prefer to take in Denver’s art, culture or myriad outdoor activities, let Fisher Investments help determine the financial objectives your portfolio needs so you can dedicate your time to what matters most.

We are excited to have local representatives in the Denver, Colorado area!

Learn More About Fisher Investments Today:

Choosing an investment adviser to manage your portfolio is one of the most important financial decisions you will make. You deserve to know your options and have all your questions and concerns addressed before making a decision. To learn more about Fisher Investments, our investment adviser’s history and how we help investors throughout Denver achieve their long-term financial goals, connect with a local Fisher Investments representative in the Denver area to discuss the range of financial services we offer.

*As of 6/30/2023, Fisher Investments and its subsidiaries manage over $211 billion in assets globally—over $173 billion for private investors, $35 billion for institutional investors and $3 billion for US small to mid-sized business retirement plans.

Our Team

  • Marques Lopez, Vice President ofFisher Investments in Denver CO
    Marques Lopez
    Vice President

    Denver CO

    See Profile
  • Bill Shepherd, Senior Vice President at Fisher Investments in Denver, CO
    Bill Shepherd
    Senior Vice President

    Denver CO

    See Profile
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