The Fisher Difference

We believe the combination of our independence, a structure that always puts our clients’ interests first, our investment experience and a “top-down” investment approach makes us unique in our industry.

  • Our Independence
  • Our Structure and Values
  • Our Depth of Investment Expertise
  • Our Top-Down Investment Approach
group of fisher employees working in an conference room

Our Independence

Fisher Investments is one of the world’s largest independent, fee-only investment advisers. We’re privately held, which means we control our own destiny and aren’t beholden to shareholders. In our view, our independence enables us to think unconventionally and helps us do what’s best for our clients.

Learn More About the Fisher Story
fisher employees analyzing documents in a conference room

Our Structure and Values Help Ensure We Always Put Our Clients' Interests First

From our founding in 1979, our firm has been structured to help us put your interests first. Fisher Investments separates sales, client service and portfolio management responsibilities, allowing our employees to build breadth and depth in their areas of expertise. We believe this division of labor reduces conflicts of interest and directly benefits our clients by giving them our undivided attention and care at every step of the relationship.

Learn More About Our Culture
Person studying asset charts on multiple monitors

Our Depth of Investment Expertise

Fisher Investments’ five-member Investment Policy Committee (IPC) monitors global economic, political and sentiment drivers to forecast market conditions and drive the strategic decisions for client investment portfolios. The IPC has over 150 combined years of industry experience.

Meet Our IPC
fisher investments employee analyzing graphs on a computer

Our Top-Down Investment Approach

We believe our time-tested, top-down investment approach is critical to our clients’ investing success. Our investment process starts by analyzing global economic, political and sentiment drivers to forecast market conditions and develop investment themes. We believe this approach allows us to identify and take advantage of the best investing opportunities.

Read About Our Top-Down Investment Approach

Who We Serve

Business professional helping a couple sign documents at a table

Private Investors

We offer personalised wealth management strategies with the ability to devise a tailored plan to help each client meet their long-term investing goals.

Learn More
Financial Portfolio Management Team Discussing Risk Management, Global Diversification, and Current Market Conditions

Institutional Investors

We have a long history of managing assets for some of the world’s largest, most-prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.

Learn More
a group of office professionals talk around a computer

Small- to Mid-Sized Business Retirement Plans

We offer customized solutions to simplify day-to-day 401(k) management responsibilities for small- to medium-sized businesses, including navigating recordkeeper and CPA relationships, managing retirement plan funds and much more.

Learn More
A man smiling and shaking hands with a business partner

Contact Us

Connect with our knowledgeable team to learn more about working with Fisher Investments.

Contact Us Today