We want to improve the financial well-being of our clients—beyond just recommending an investment strategy. We stay in touch as your needs evolve and market conditions shift. We help you meet your longer-term goals with an investment strategy that’s specifically designed for you. And we’re transparent about the investing decisions we make for you because we believe an informed investor is a better investor—and a happier client.
Every investor has unique needs. Some want growth or cash flow, others want to avoid certain industries or companies. At Fisher Investments, investment management starts with you. We take the time to understand your long-term goals and specific needs. Only then can we create a tailored portfolio recommendation that focuses on your goals and adapts as markets change.
Many investment advisers stick to one style of investing, such as growth, momentum or value. But what happens when their style falls out of favor? That’s when narrow specialization could hurt your portfolio returns. Fisher Investments prefers a flexible approach that can adapt with our forward-looking market views.
You deserve a manager who does more than just pick stocks. Fisher Investments meticulously analyzes markets, identifies the most attractive investment categories and then chooses individual stocks, bonds or other securities for your portfolio. Our thorough approach yields results over time.
Many American investors have an incomplete view of investing—focusing chiefly on US stocks. However, the US makes up only about half of the value of the world stock market. That’s important because some of the largest, fastest-growing, best-run companies are outside the US. With a comprehensive, global focus, you can increase diversification and take advantage of opportunities many investment managers miss.
Stability and longevity help build consistency with your investment strategy. Our five-member Investment Policy Committee—the team making strategic decisions for client portfolios—has worked closely together for three decades and has 140+ years of combined industry experience. Take comfort knowing our people and investing process have been verified by the exacting standards of over 150* large institutional clients.
*As of 6/30/2020.
Our fee structure is simple: You pay a competitive flat fee that’s based on your portfolio’s size. This fee structure aligns our interests with yours. In other words, if you do better, we do better.
Our investment approach isn’t swayed by incentives to sell you specific products because, unlike many brokers, we don’t earn commissions on trades. That means we have no incentive to “churn” your account with lots of buys and sells.
The foundation of our investment approach. These are the beliefs and principles that guide all of our investment decision making.
Our four rules of portfolio management. Remembering them can help align your long-term strategy and investing goals.
Every journey should have a destination. We can help you define your financial goals, so you can tell if you’re on the right path to meet them.
A frequently misunderstood topic. How long does your money need to work for you? Chances are it’s beyond when you plan to retire.
No investment style is consistently the best. An adaptive approach helps us protect your portfolio when markets shift.
A world of opportunities. Find diversification and opportunity for returns by investing across global equity markets.
Get a quick sense of whether your current rate of savings has you on track for a comfortable retirement.