Frequently Asked Questions
For your convenience, we have developed a list of the most common questions our prospective clients ask during their search for a money manager.
If you want to know more, or have a specific question, please feel free to contact us. We're happy to answer any questions you have.
Fisher Investments is registered with the SEC as an investment adviser providing asset management to high net worth individuals and institutions worldwide. We uphold the industry’s highest standard of care and help investors reach their long-term goals through active money management. When you hire Fisher Investments to help manage your money, you can expect a personalized, rewarding investment experience and world-class service.
Our approach to asset management starts with you. We help our clients reach their investment goals through tailored portfolios built with a dynamic, global approach to asset and style allocation.
Other money managers may offer cookie-cutter portfolios or strategies based on a single style of investing. That means you’re getting the same advice as everyone else, regardless of your situation. While other managers may consider just your age or risk tolerance, we learn about your goals, financial needs, health, age, family circumstances and more.
We approach communications differently, too. You’ll hear from us regularly—not just when markets are doing well. While other money managers may avoid your calls when markets are turbulent, we’ll be in touch, letting you know what’s happening with your portfolio.
Find out more about how Fisher Investments is different than other money managers.
You can become a client by contacting or calling us today at (888) 823-9566. We’d be happy to speak with you and discuss your goals. We will guide you through every step of becoming a new client. Our hands-on approach respects your time, keeps you informed and reduces the amount of paperwork you need to fill out.
We take an active, disciplined and global approach to managing money. We learn about your unique goals and needs so we can create a personalized portfolio for you. Your investment objectives and our market outlook help determine your asset allocation—your mix of stocks, bonds, cash or other securities.
As market conditions or your needs change, we may adjust your asset allocation to keep your portfolio positioned to meet your long-term objectives. We meticulously analyze markets, identify attractive investment categories and then choose individual stocks, bonds or other securities for your portfolio. We search the world for investing opportunities because a diversified portfolio can help you achieve your goals sooner.
Our personalized, disciplined and global approach to managing money has helped our more than 210,000 clients worldwide plan for their financial future with confidence.*
*As of 9/30/2026. Includes Fisher Investments and its affiliates.