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Professional Portfolio Management

Fisher Investments believes portfolio management is far more than just buying stocks and bonds and hoping they do well. We use a tested “top-down” investment approach combined with personalized planning to build a portfolio tailored to your long-term financial goals. Our proven approach has attracted a global base of over $110 billion* individual and institutional clients.

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Our Approach

Investment Style

Active, flexible and global. We personalize your portfolio to tap into investment opportunities around the world.


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Investment Philosophy

Rooted in the belief capitalism is the best economic structure for our imperfect world, these are the principles that guide all of our investment decisions.

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Top-down Approach

To find opportunities, we search broadly and globally first, then narrow down to the specific securities we believe will perform well moving forward.

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How We Tailor Your Portfolio

No one-size-fits-all portfolios here. Investment success is personal. Discover how we build portfolios tailored to each client’s situation and financial goals, and learn how we can do the same for you. Learn More






5 Steps to Building Your Personalized Portfolio

1

We Get to Know You

You talk to us about your financial goals and your unique situation.

2

Comprehensive Portfolio Analysis

You receive a detailed analysis of your current portfolio.

3

Portfolio Recommendation

We review our recommendation with you to ensure you are comfortable with the plan.

4

Strategy Implementation

Highly skilled trading and implementation teams put our strategy to work in your accounts.

5

Ongoing Service

You and your Investment Counselor regularly discuss your portfolio and your ongoing needs.

More Than Investing

We combine professional portfolio management, world-class service and state-of-the-art research to help our clients meet their long-term goals.




A Tailored Portfolio

Your portfolio recommendation is based on an in-depth understanding of your specific needs.


A Dedicated Investment Counselor

You will have a dedicated Investment Counselor who provides personal attention and ongoing service.


An Experienced Management Team

Our management team leads by example in putting clients first—in portfolio management and client service.


Transparent Fees

You pay us a fee based on your portfolio size—we earn no other fees, commissions or kickbacks.


Let Us Help You Achieve the Retirement You Deserve!

Contact us to learn how we've helped thousands of successful people retire comfortably.

Helpful Financial Planning Resources

Retirement Calculators

Get a quick sense of whether your current rate of savings has you on track for a comfortable retirement.

Guides

Free and available at no cost or obligation to you, our downloadable guides offer information on retirement planning, retirement income and more.

View All Retirement Guides
*As of 4/30/2020. Includes Fisher Investments and its subsidiaries.