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 $135 billion* individual and institutional clients.Schedule a Free Consultation
Active, flexible and global. We personalize your portfolio to tap into investment opportunities around the world.
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.Learn More
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
We combine professional portfolio management, world-class service andstate-of-the-art research to help our clients meet their long-term goals.
Your portfolio recommendation is based on an in-depth understanding of your specific needs.
You will have a dedicated Investment Counselor who provides personal attention and ongoing service.
Our management team leads by example in putting clients first—in portfolio management and client service.
You pay us a fee based on your portfolio size—we earn no other fees, commissions or kickbacks.
Contact us to learn how we've helped thousands of successful people retire comfortably.
Get a quick sense of whether your current rate of savings has you on track for a comfortable retirement.