Structured to always put your best interests first
Top-Down, Global Investment Approach
Trust We Have Earned
individuals, families, businesses and institutions around the world
assets under management
experience serving clients and helping them achieve their investment objectives
employees dedicated to your financial goals
As of 3/31/2023. Includes Fisher Investments and its subsidiaries.
How We Can Help
Personal Wealth Management
We help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service.
Small Business 401(k) Services
We offer customized solutions to simplify day-to-day 401(k) management responsibilities for small- to medium-sized businesses, including navigating recordkeeper and CPA relationships, managing retirement plan funds and much more.
We have a long history of managing assets for some of the world’s largest, most-prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.
Investment Policy Committee Leadership
The Investment Policy Committee is our five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The Investment Policy Committee has over 150 years of combined industry experience. Stability and longevity help build consistency with your investment strategy.
Structured to Always Put Our Clients' Interests First
When fees aren't aligned with your interests, your retirement goals could be put into jeopardy. That's why we believe clients deserve simplicity and transparency when it comes to fees they pay.