How We're Different

For 40 years, we’ve helped individuals and families achieve their financial goals by always putting their best interests first.

We Focus on Your Specific Needs

Our Investment Policy Committee has over 150 combined years of industry experience, and our founder, Executive Chairman and Co-Chief Investment Officer, Ken Fisher has a 35+ year public history of market calls through his investment columns.

  • Your Trusted Adviser
  • Personalized Advising
  • Tailored Portfolios
  • Disciplined, Active Strategy
  • Performance History
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Your Trusted Adviser

As a fiduciary, we always put your interests first. Unlike some money managers, we have no incentives to sell you commission-based financial products. Our simple, transparent fee aligns our interests with yours—we do better when you do better.

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Personalized Advising

With Fisher Investments, you get proactive service from your Investment Counselor, who is committed to understanding you and keeping your financial plan on track. Want to know how your portfolio is doing and why? Just call your Investment Counselor. And your Investment Counselor will keep in touch in all market conditions to help you stick to your long-term plan.

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Tailored Portfolios

We respect how hard you’ve worked to build your nest egg. Before we recommend anything, we ask about your goals, your expenses, your health, your family commitments and more—to better understand what you need your money to accomplish.

The result is a personalized portfolio designed to meet your needs and help you enjoy the retirement you’ve earned.

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Disciplined, Active Strategy

We believe the best way to discover investment opportunities and achieve long-term results is through active portfolio management centered on your long-term goals. This disciplined, top-down approach allows us to interpret information differently and find global investing opportunities other money managers may overlook.

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Performance History

When it comes to investment advisers, performance numbers can be deceiving. At Fisher Investments, we calculate performance based on the Global Investment Performance Standards (GIPS), a framework of rigorous measurement standards with some important features.

View Transcript For the Clients Enjoy Unique Insights & Personal Service video

Clients Enjoy Unique Insights & Personal Service

You deserve to know what we're doing with your money. That's why you will receive a personal point of contact—your Investment Counselor—committed to you on a personal level and keeping your financial plan on track.

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Simple, Transparent Fees

Our approach to fees helps make sure we’re aligned with your interests and retirement goals. The simple structure makes it easy to understand what you’ll pay. Find out how our approach differs from other advisers.

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View Transcript For the How We Tailor a Portfolio for Each Client video

How We Tailor a Portfolio for Each Client

We respect how hard you worked to build your nest egg and, before we recommend anything, we get to know you. We ask questions about your goals and needs, your expenses, your health, your family commitments and more—to better understand what you need your money to accomplish.

Contact Us Today

Client Focus

Are you a client? Let us know here and we'll quickly get you to client contacts.

Call our contact number: (888) 823-9566

Call our contact number: (800) 550-1071

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