Our client-first approach is the reason why more than 9 out of 10 private clients have stayed with Fisher Investments over the last twenty years.*
|Fisher Investments Provides:|
|Individually tailored portfolios|
|Transparent fee structure|
|Some Money Managers Provide:|
|Cookie cutter portfolios|
Cookie Cutter vs. Tailored Portfolio Management
Advis “ors” vs. advis “ers”
Fee-Based vs. Fee-Only Brokers
Founded in 1979, we are a fee-only investment adviser dedicated to helping clients achieve their long-term retirement goals. Our client-first approach is why 9 out of 10 private clients have chosen to stay with us over the past twenty years.* The following are just a few features that set Fisher Investments apart:
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. Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.
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, based on total assets under management.
In May 2018, Fisher Investments was ranked #131 on the Pensions and Investments list of the World’s 500 largest money managers. The survey ranks money managers based on total worldwide institutional assets under management as of 12/31/17.
* Average annual Private Client Group retention, 1997-2016 (calculated as 1-[sum of (number of terminations in year/number of clients in year)]/number of years).
** As of 9/30/2018. Includes Fisher Investments and its subsidiaries.
*** Personal consultations are available for eligible prospects only with at least $500,000 in investable assets.