Unlike some money managers and many mutual funds that focus on narrow market categories that may move in and out of favor, we can adjust our investment strategy depending on our forward-looking market views, as well as your personal objectives.
We seek to maximize opportunity and manage risk by investing globally. Many American investors tend to focus solely on US stocks. However, the US makes up about half of the world stock market. We invest globally to take advantage of worldwide opportunities many miss.
Unlike with many brokers, our incentive is not to “churn” your account since we don’t earn any commissions on trades. We simply charge a fee based on assets under management, which aligns our incentives with our clients’ best interests.
With us, you’re not simply another account number. You’ll hear from us regularly, and not because we have some new product to sell. Our goal is to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio.
Our Investment Policy Committee has over 130 years of combined industry experience, and our founder and Executive Chairman, Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s history.
Our investments professionals can answer any questions you have and provide you with our latest retirement and investing guides.
Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $107 billion under management.* Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 175 large institutions and over 55,000 high net worth individuals. Founder Ken Fisher is a regular contributor to several publications, including USA Today, Financial Times in the UK, Focus Money in Germany, Børsen in Denmark and De Telegraaf in the Netherlands. He has also authored several New York Times bestsellers on finance and investing.
In June 2015, Fisher Investments was named as one of Financial Times’ Top 300 US-based Registered Investment Advisers,** and our wholly-owned subsidiary, Fisher Investments UK, was recently recognized as ADVFN’s Wealth Manager of the Year.