Fisher Investments: A Trusted Name in the Industry for 35+ Years
Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with more than $135 billion* under management. Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 150 large institutions and over 75,000 high net worth individuals. Ken is the founder, Executive Chairman and Co-Chief Investment Officer of Fisher Investments. His prestigious Forbes “Portfolio Strategy” column ran from 1984 to 2017, making Ken the longest continuously running columnist in the magazine’s history. He is also the author of several bestselling books.
5 Key Advantages to Fisher Investments
1. Flexible Investment Approach
Unlike some money managers and many mutual funds that focus on narrow market categories that may move in and out of favor, we can adjust our investment strategy depending on our forward-looking market views, as well as your personal objectives.
2. Global Investing Expertise
We seek to maximize opportunity and manage risk by investing globally. Many American investors tend to focus solely on US stocks. However, the US makes up about half of the world stock market. We invest globally to take advantage of worldwide opportunities many miss.
3. Competitive, Transparent Fees
Unlike with many brokers, our incentive is not to “churn” your account since we don’t earn any commissions on trades. We simply charge a fee based on assets under management, which aligns our incentives with our clients’ best interests.
4. Direct, Proactive Customer Service
With us, you’re not simply another account number. You’ll hear from us regularly, and not because we have some new product to sell. Our goal is to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio.
5. Established Performance History
Our Investment Policy Committee has over 130 years of combined industry experience, and our founder and Executive Chairman, Ken Fisher, has a 30-year public history of market calls through his columns in Forbes magazine.