Fisher Investments is an independent investment adviser currently managing $197 billion for individuals, families and institutions around the world.** For over 40 years, we've helped clients work toward their financial goals. We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.
As a client, you’ll hear from us regularly—and not because we have a new product to sell. You get proactive service from your dedicated Investment Counselor, who knows you by name and keeps you up to date on any important changes in your account. Our goal is to help you understand exactly what is going on in your account and why—so you feel comfortable with your portfolio.
With roots as an institutional money manager, Fisher Investments provides the same institutional-caliber expertise to individuals. This means you get a disciplined investment strategy along with our unique, high-touch client service.
We would be honored to learn more about your financial situation and discover if we could be a good fit to help you achieve your investment goals.
We provide a tailored approach to investment management and financial planning that always puts our clients first. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and even considers important factors outside of your portfolio. If you already own some investments, such as annuities, Fisher Investments can analyze them and help you determine if they make sense as long-term investments. The result is a highly personalized approach consistent with your goals and needs.
We don’t sell cookie-cutter portfolios. We take the time to understand your individual financial goals and needs and build a tailored portfolio to help you meet your objectives. We also check in regularly to see if anything has changed in your life that may warrant portfolio strategy updates.Learn More
Where some firms might create a seemingly complex financial plan in order to sell you pre-packaged, commission-based products, Fisher Investments does not sell high-commission investment products. Instead, we focus on providing you a personalized, easy-to-follow financial planLearn More
When you work with dedicated professionals who care about your well-being, it can help give you confidence and peace of mind. Our culture supports our commitment to provide unparalleled service that puts clients’ interests first.Learn more.
Unlike many money managers who sell cookie-cutter portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments doesn’t sell high-commission investment products and earns no commissions on trades. We simply charge a management fee based on the size of your account—so we do better when you do better. Furthermore, you will have a dedicated Investment Counselor who calls regularly to keep you informed (not because we have something to sell).
|Tailors your portfolio to your goals and needs|
|Calls regularly to keep you informed|
|Charges one simple, straightforward fee|
|Some Money Managers:|
|Provide cookie-cutter portfolios|
|Only call when they have something to sell|
|Sell high-commission investment products|
1:40 minutesWatch the Video
We begin by getting a deep understanding of your personal situation, goals and needs. Fisher Investments uses this information in our top-down investment process to determine the mix of stocks, bonds, cash or other securities that maximizes the likelihood of reaching your financial goals. We believe this decision has the biggest impact on your returns over time. From there, we emphasize parts of the market we believe will perform best, such as different countries and stock market sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, flexible approach to portfolio management enables us to capitalize on global investing opportunities and help you achieve your financial goals.
As a client, you’ll hear from us regularly to make sure your portfolio continues to serve your financial goals. We believe staying on the path to your financial goals is one of the biggest challenges investors continuously face, which is why we focus on providing you unparalleled client service. As a client, you’ll have a dedicated Investment Counselor who provides you regular, ongoing updates on the market and your portfolio.Learn More About Our Investment Approach
If you have $500,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.Learn More
We charge one simple fee based on the size of the portfolio we manage for you. There are never hidden or layered fees. We structured our fees so we do better when you do better.Learn More
If you’d like to see whether Fisher Investments is a good fit for you, contact us today. We can provide you with a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying. If you decide to become a client, Fisher Investments has a team of professionals who will help make the transition as smooth and seamless as possible. Once you become a client, you’ll have a dedicated Investment Counselor who will help guide you, as well as serve as a long-term resource for information and support. You’ll also have access to exclusive educational resources such as seminars, webinars and other communications from senior members of the firm’s investment team.
Fisher Investments firmly believes education is key in the retirement planning journey, which is why we’re offering FREE guides below at no cost or obligation to you.
*As of 3/31/2022.
**As of 3/31/2022, Fisher Investments and its subsidiaries manage over $197 billion in assets globally—over $156 billion for private investors, $39 billion for institutional investors and $2 billion for US small to mid-sized business retirement plans.