We believe our client-first approach is the reason why many happy clients have stayed with us for the long term.
| Fisher Investments: |
|---|
 Tailors your portfolio to your goals and needs |
| Calls regularly to keep you informed |
| Never has hidden or layered fees |
| Some Money Managers: |
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 Provide cookie-cutter portfolios |
| Only call when they have something to sell |
| Sell high-commission investment products |
Some money managers keep their analyses secret, but Fisher Investments thinks you deserve to understand your options in retirement. Get your free copy of The Definitive Guide to Retirement Income!
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:
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.
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.
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.
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.
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 $189 billion+ firm.*
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.
A Top 300 Registered Investment Adviser
Fisher Investments
Fisher Investments was recognized on the Financial Times’ 2020 Top 300 investment advisers list for the seventh consecutive year. 2020 also marks the seventh annual FT 300 list, which aims to recognize the industry's elite investment adviser firms in the United States.
Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.
The Financial Times (FT) invites Registered Investment Advisers that meet certain minimum criteria to apply to be considered for the Top 300 Financial Adviser List. Applicants are graded on six broad factors: assets under management (AUM), asset growth, years in operation, industry certifications of key employees, online accessibility, and compliance record. For more information, please visit: https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563
A Top 10 US-Based RIA
Fisher Investments
As of May 1, 2020, Fisher Investments was named one of InvestmentNews’ Top 10 US-based, fee-only Registered Investment Advisers (RIA). Fisher Investments ranks #2 on its RIA List, based on total assets under management.
InvestmentNews is a weekly publication dedicated to delivering news and analysis essential to the business of financial advisers. For its RIA List, the publication qualified 2,491 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, advisers must be fee-only, based in the United States, independent from any broker/dealer, and meet several other criteria.To access the full list and criteria for consideration, please visit the following link: http://data.investmentnews.com/ria/. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: http://data.investmentnews.com/ria/.
One of the Largest Money Managers
Fisher Investments
In May 2021, Fisher Investments was ranked #133 on the Pensions and Investments list of the World’s 500 largest money managers.
Pensions & Investments delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. The annual Top 500 Largest Money Managers survey ranks money managers based on total worldwide institutional assets under management as of 12/31/2020. To participate in this survey, participants must submit an online questionnaire. Neither Fisher Investments nor its affiliates pay to apply for or be considered for this award. For more information, please visit: https://www.pionline.com/managers2021.
* As of 09/30/21. Includes Fisher Investments and its subsidiaries.
** Personal consultations are available for eligible prospects only with at least $500,000 in investable assets.