Fisher Investments - Tampa, FL

Learn How Fisher Investments Sets Itself Apart from Other Tampa Area Investment Adviser

Ken Fisher founded Fisher Investments in 1979 as a privately owned, independent investment adviser offering a global approach to portfolio management for high net worth and institutional clients. Since then, we have grown to manage assets for over 130,000 private clients and 160 institutional clients around the world. By expanding our investment adviser’s office locations to Florida, Fisher Investments is pleased to provide wealth management services to clients in the surrounding Tampa Bay Area. This office—located in the Westshore business district—offers an opportunity for us to provide our unique insights and personalized investment management strategies that we believe gives us a competitive edge over other investment advisers.

Why did Fisher Investments Choose Tampa, FL?

Our investment adviser opened its fourth corporate office in Tampa, Florida in 2019. This opening marked our first full-service office location on the East Coast, better positioning us to serve clients across the Eastern Seaboard. This expansion into the Sunshine State is providing clients with the opportunity to connect with local representatives and investment counselors on a more personal level.

"This is a long-planned expansion and the new [Tampa] office is a testament to the strength of our client-focused business in a time of great uncertainty for many. Amid recent market volatility we've continued to help more new clients and maintained very high client retention." — Senior Executive Vice President, Jill Hitchcock

As one of the world’s largest independent, fee-only investment advisers, Fisher Investments has a responsibility to our clients to provide personalized service tailored to their individual needs and financial goals. And by opening this office, Fisher Investments’ is giving clients access to our services and employees opportunities to grow with our investment adviser.

In addition to the benefits our Tampa office provides our clients, opening this office has allowed our employees more flexibility in finding a location that suits their lifestyle, while allowing us to attract diverse talent. We recognize that our biggest asset are those that work and support Fisher Investment’s financial services and we believe that developing our human capital from within will set us apart from other investment advisers.

"As Founder and a born, bred and lifelong West Coaster, this step into the East Coast culminates an alignment of American time zones I never could have envisioned 41 years ago when starting [Fisher Investments]."— Executive Chairman and Co-Chief Investment Officer, Ken Fisher

Why Work with Fisher Investments, Tampa?

Our investment management style sets us apart from other investment advisers. Rather than offer mutual funds focused on narrow market categories that may move in and out of favor, our Investment Policy Committee invests based on our forward-looking market view to tailor each clients’ portfolio to their unique financial objectives. Fisher Investments’ team believes the lessons we have learned from managing investments through many market cycles give us invaluable insight over other.

Take Your Next Steps with Fisher Investments in Tampa

Whether you’re seeking an optimal long-term investment strategy, a customized financial plan, or want to join our team and help us better the investment universe, we look forward to showing what our investment adviser can do for you .To learn more about Fisher Investments and our history as an investment adviser, contact us to speak with one of our local representatives in the Tampa area. Or, visit our Careers section to learn about exciting opportunities to see ways you can help Fisher Investments’ mission.

*As of 3/31/2023. Includes Fisher Investments and its subsidiaries. manage over $192 billion in assets globally—over $156 billion for private investors, $33 billion for institutional investors and $3 billion for US small to mid-sized business retirement plans.