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.
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.
Your Personalized Portfolio
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.