A Globally Recognized, Independent Investment Adviser

Serving Individuals, Families, Businesses and Institutions

Are you ready to start your journey to a better financial future?

Structured to always put your best interests first

  • Client Focused
  • Investment Experience
  • Top-Down, Global Investment Approach
  • Independent
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Client Focused

Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.

We separate service, sales and portfolio management roles to ensure you’re always working with someone focused in their area and on you. We believe this division of labor ensures you have our undivided care at every step of our relationship.

Investment Experience

Fisher Investments’ five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 150 combined years of industry experience.

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Top-Down, Global Investment Approach 

Our time-tested, top-down portfolio management approach starts by analyzing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.

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Independent

We’re privately held, which means we control our destiny and aren’t beholden to shareholders or outside interests. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.

Trust We Have Earned

100,000

individuals, families, businesses and institutions around the world

$197 billion

assets under management

40+ years

experience serving clients and helping them achieve their investment objectives

4,500+

employees dedicated to your financial goals

As of 3/31/2022. 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.

Institutional Investing

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.

How the Fisher Investments Policy Committee benefits you
ForInvestment Policy Committee LeadershipView Transcript

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.

How Fisher Investments puts clients first video thumbnail
ForStructured to Always Put Our Clients' Interests FirstView Transcript

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.

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A Client-Focused Culture

Compared with other investment firms, we do things differently—not just to be different, but because it matters for our clients. We designed our entire business to provide superior service and minimize conflicts of interest.

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Contact Us

Learn why 100,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 3/31/2022. Includes Fisher Investments and its subsidiaries.

New to Fisher? Call Us.

1 (888) 823-9566

Contact Us Today