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Clearly Different 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
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: |
Provide cookie-cutter portfolios |
Only call when they have something to sell |
Sell high-commission investment products |
Get your free guide, The Definitive Guide to Retirement Income
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!
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!
Get Your Guide
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.
World-Class Leadership
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.*
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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.
Financial Times Recognizes Fisher Investments as a Top Adviser for Seventh Consecutive Year
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.
In 2019, 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 June 2020, Fisher Investments was ranked #141 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 December 31, 2019.
* As of 12/31/20. Includes Fisher Investments and its subsidiaries.
** Personal consultations are available for eligible prospects only with at least $500,000 in investable assets.