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 140,000 clients worldwide plan for their financial future with confidence.*
*As of 9/30/2023. Includes Fisher Investments and its subsidiaries..