Portfolio Management at Fisher Investments
Fisher Investments serves a global client base of institutional and individual investors including corporate, public and multi-employer pension plans, foundations and endowments, insurance companies, healthcare organizations, governments, investment companies and high net worth individuals across America, Europe, Canada, Asia, Australia, and the Middle East.
Fisher Investments’ Private Client Group offers separate account portfolio management to individual investors, tailored to each client’s situation and investment goals. Portfolios are adjusted based on your personal needs as well as our forward-looking views of the market. All investment strategies are directed by our four-member Investment Policy Committee with over 100 years of combined industry experience and supported by the firm’s in-house global research platform.
Each client receives a dedicated Investment Counselor who knows you by name and is your primary point of contact. Clients also have access to a wide array of exclusive client programs, research and educational materials.