Clearly Better Money Management
We believe our client-first approach is the reason why many happy clients have stayed with us for the long term.
Not all Money Managers are Equal
| Tailors your portfolio to your goals and needs
| Calls regularly to keep you informed
| Never has hidden or layered fees
|Some Money Managers:
| Provide cookie-cutter portfolios
| Only call when they have something to sell
| Sell high-commission investment products
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In this free guide you'll learn how to:
Calculate the cost of your retirement.
Use investments to combat the rising cost of living.
Turn your retirement goals into a plan of action!
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What Separates Fisher Investments?
Founded in 1979, we are a fee-only investment adviser dedicated to helping clients achieve their long-term
retirement goals. We believe our client-first approach is why many happy clients have stayed with us for the long term. The following are just a few features that set Fisher Investments apart:
Transparent Fee Structure
To keep our investment recommendations aligned with your best interests,
we avoid commission-based products. We keep fees simple by charging a fixed percentage based on assets under management. Simply put,
when you do better,
we do better.
A Flexible Investment Approach
With over 130 years of combined industry experience,
our Investment Policy Committee is responsible for all strategic investment decisions. Your portfolio will be adjusted based on our forward-looking market views,
always keeping your long-term retirement needs in mind.
Global Investing Expertise
Many Americans only invest in US stocks. Yet the US stock market only accounts for about half of the world equities market. By tapping into global capital markets,
we are able to diversify your portfolio and find growth opportunities overlooked by other money managers.
Dedication to Client Success
We want you to understand the reasoning behind our investing decisions. Your dedicated Investment Counselor will contact you regularly to keep you informed. You don’t have to worry about being upsold because Investment Counselors are not commission based;
they are only concerned with your success.
Legendary money manager Ken Fisher founded Fisher Investments nearly four decades ago with a single vision in mind: to build a world-class money management firm. Ken’s innovative thinking and ability to challenge Wall Street biases has helped Fisher Investments grow to a $93+ billion firm.*
How Can We Help?
If you’d like to learn more about our services—or if you’d like to hear our current views on
the investing environment—fill out the form below to schedule a time to speak
with a qualified representative.
In June 2018, Fisher Investments was named one of the Financial Times’ Top 300 US-based Registered Investment Advisers (RIAs) in the publication’s annual list. This was the fifth consecutive year Fisher Investments was selected.
In 2018, Fisher Investments was named one of InvestmentNews’ Top 10 US-based, fee-only Registered Investment Advisers (RIAs). Fisher Investments ranks #2 on its RIA List.
One of World's Largest Money Managers
In May 2018, Fisher Investments was ranked #131 on the Pensions and Investments list of the World’s 500 largest money managers.
* As of 3/31/2019. Includes Fisher Investments and its subsidiaries.
** Personal consultations are available for eligible prospects only with at least $500,000 in investable assets.