Clearly Better Money Management

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.*

Not all Money Managers are Equal

Fisher Investments Provides:
Individually tailored portfolios
Client-first approach
Transparent fee structure

Some Money Managers Provide:
Cookie cutter portfolios
Commission-based products
Complex fees

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  Cookie Cutter vs. Tailored Portfolio Management

  Advis “ors” vs. advis “ers”

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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. 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:

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 $100+ billion firm.**

Recognition

for Ken Fisher, Fisher Investments & its Affiliates

Financial Times

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.

Investment News

In 2018, Fisher Investments was named one of InvestmentNews’ Top 10 US-based, fee-only Registered Investment Advisers (RIAs). Fisher Investments ranks based on total assets under management.

Pensions & Investments/Towers Watson

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.

Great Place to Work®

In December 2017, Fisher Investments was certified a Great Place to Work® company. Great Place to Work certifications are based an independent, statistically valid employee survey that captures workplace ratings across six categories.

* Average annual Private Client Group retention, 1997-2018 (calculated as 1-[sum of (number of terminations in year/number of clients in year)]/number of years).

** As of 12/31/2018. Includes Fisher Investments and its subsidiaries.

*** Personal consultations are available for eligible prospects only with at least $500,000 in investable assets.