We believe our flexible investment approach, global experience, competitive fee structure, and commitment to offer unparalleled client service are some of the features that set Fisher Investments apart. But don’t just take it from us. Find out why we’ve been recognised as a top financial adviser by several industry publications.
Better Business Bureau
The Better Business Bureau is the leader in advancing marketplace trust. We are proud to have been accredited by the Better Business Bureau. The rating is based on the Better Business Bureau’s assessment of type of business, time in business, transparency of business practices and other factors.
The Better Business Bureau (BBB) strives to be the leader in advancing marketplace trust by setting the standards for marketplace trust, encouraging and supporting best practices by engaging with and educating consumers and businesses, celebrating marketplace role models, calling out and addressing substandard marketplace behaviour, and by creating a community of trustworthy businesses and charities. Businesses that meet the high standards set by the BBB are presented to the BBB’s Board for review and acceptance as a BBB Accredited Business. The BBB accreditation standards include a commitment to the following principles: building trust, advertising honestly, honesty, transparency, honoring promises, safeguarding privacy and integrity. Neither Fisher Investments nor its affiliates pay to be considered and selected for this rating. For more information, please visit: https://www.bbb.org/us/ca/woodside/profile/investment-advisory-services/fisher-investments-1116-42731 and https://www.bbb.org/overview-of-bbb-ratings.
investor.com
In 2022, Fisher Investments earned a 5 star rating by investor.com. This rating recognizes firms who are aligned with investor.com’s passion for consumer advocacy and fairness in the practice of professional financial advice. investor.com is a consumer advocacy website dedicated to helping Americans find trustworthy professional financial advice. Every month, investor.com downloads hundreds of thousands of data points from the SEC IAPD database. That data is then fed into a scoring algorithm to rate firms on overall trustworthiness based on their regulatory records and potential conflicts of interest. Firms that are rated 4.5 or 5 stars by the algorithm are considered eligible to support and champion investor.com’s mission.
Investor.com’s reviews, opinions, ratings, rankings and related accolades are based upon information provided directly or on behalf of the reviewed-Registered Investment Advisory Firm and/or from collected publicly-available data from the SEC; participation of a Registered Investment Advisory Firm in investor.com’s review, including any Mission Supporters Program Fees paid to investor.com, in no way influences or biases investor.com’s reviews, opinions, ratings, rankings and related accolades, nor are they indicative of, nor guarantee, a reviewed-Firm’s future performance. See investor.com for additional disclosures, including “investor.com Trust Algorithm.” Fisher Investments pays a fee which covers administration costs, results analysis and logo rights distribution.
Portland Business Journal
In September 2021, Fisher Investments was named one of the largest employers in the Portland, Oregon metro area. For their list, the Portland Business Journal ranked employers in Oregon’s Clackamas, Multnomah and Washington counties and Washington’s Clark county.
Information was obtained from firm representatives through questionnaires, the Oregon Employment Department and the Washington Employment Security Department, and could not be independently verified by the Portland Business Journal. In case of ties, companies are listed alphabetically. Ranked by employment in Clackamas, Multnomah and Washington Counties in Oregon and Clark County in Washington.
Forbes
Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 to 2016, making him the longest continually running columnist in the magazine’s 90+ year history.
The New York Times
Ken is the author of 11 books, including 4 New York Times best sellers: The Only Three Questions That Count (2006), The Ten Roads to Riches (2008), How to Smell a Rat (2009) and Debunkery(2010).
American Association of Individual Investors
For the AAII Journal's 40th anniversary, Ken‘s article “Price-Sales Ratios: A New Tool for Measuring Stock Popularity” was selected as one of 40 influential investment education articles from the publication’s past. These from-the-vault, hand-curated articles are of value because each one imparts a timeless investment process or lesson.
The Journal of Portfolio Management
Ken received the prestigious Bernstein Fabozzi/Jacobs Levy Award for “outstanding article” in Fall 2000. His article was considered amongst all articles published in four issues of the journal from Fall 2000 to Summer 2001 and awarded based on votes by a selected panel.
DiversityQ
In 2021, DiversityQ named Fisher Investments as “Employer of the Year” at its third annual Women in Asset Management USA Awards. DiversityQ advoctes and promotes diversty and inclusion in the workplace to create corporate cultures where everyone is heard and respected. The Women in Asset Management USA’s “Employer of the Year” award recognizes firms demonstrating a great effort to recruit and retain a diverse workforce.
To determine the “Employer of the Year” award, a panel of independent judges examined US-based firms on multiple factors, including professional training and advancement opportunities, programs to increase employees' well-being, and efforts to create a more diverse and inclusive work environment. For more information, please visit WIAM Awards | Bonhill PLC and US Nomination Guidelines - Women in Asset Management.
Neither Fisher Investments nor its affiliates pay to be considered for this award.
Great Place to Work®
Fisher Investments has been certified a great workplace by the independent analysts at Great Place to Work® for the fourth year in a row, a recognised global authority on workplace culture and producer of important reviews.
Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.
Great Place to Work® is a recognised global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed more than 2,100 Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments. For more information, please visit: https://www.greatplacetowork.com/certified-company/1338751 and https://www.greatplacetowork.com/our-methodology.
Association for Talent Development
Fisher Investments has been honoured with a 2021 BEST Award from the Association for Talent Development (ATD). ATD is the world’s largest talent development association, spanning all industries and sectors worldwide.
The BEST Awards recognise organisations that demonstrate enterprise-wide success as a result of employee talent development. Established in 2003, the BEST Awards Winners' Circle includes small and large private, public and not-for-profit organisations from around the world. Award winners must demonstrate that they are excellent in many aspects of talent development, including: Talent development has an enterprise-wide role, Learning has value in the organisation's culture, Learning links to individual and organisational performance, Investment is made in talent development and performance initiatives. Fisher Investments pays a participation and administrative fee to be considered for this award. For more information, please visit https://www.td.org/best-award-winners
Top Workplaces
Fisher Investments has been honoured with two new Top Workplace awards for 2021: Top Workplaces USA and Top Workplaces Financial Services. This is the first year these national awards have been offered.
Both awards were earned based on feedback from a regional survey many of the firm’s Washington-, California- and Texas-based employees took in February 2020. The workplace survey measures 15 culture drivers organised into four themes. Scoring well indicates a healthy organisation, more-engaged employees and better business results. Companies with the highest overall scores, compared to like-sized companies in their region, qualified as Top Workplaces.
Top Workplaces
Fisher Investments has been honoured with two new Top Workplace awards for 2021: Top Workplaces USA and Top Workplaces Financial Services. This is the first year these national awards have been offered.
Both awards were earned based on feedback from a regional survey many of the firm’s Washington-, California- and Texas-based employees took in February 2020. The workplace survey measures 15 culture drivers organised into four themes. Scoring well indicates a healthy organisation, more-engaged employees and better business results. Companies with the highest overall scores, compared to like-sized companies in their region, qualified as Top Workplaces.
Training magazine
In 2021, Training magazine—the leading business publication for Learning and Development professionals—included Fisher Investments as an award winner in its Training Top 100 list, formally its Training Top 125 list. The Training Top 100 list ranks companies’ excellence in employer-sponsored training and development programmes. Fisher Investments was ranked 53rd in 2021.
The Top 100 ranking is determined by assessing a range of qualitative and quantitative factors, including financial investment in employee development, the scope of development programs, how closely such development efforts are linked to business goals and objectives, and their effectiveness in terms of business impact. Companies that wish to be considered for Top 100 ranking complete a detailed application, which is scored both quantitatively by an outside research and statistical data company and qualitatively by Training magazine editors and Top 10 Hall of Fame representatives. Fisher Investments pays a participation and administrative fee to be considered for this award. For more information, please visit: https://trainingmag.com/training-magazine-announces-2021-training-top-100-winners/.
The Oregonian
Fisher Investments was named to The Oregonian’s 2022 list of Top Workplaces in Oregon and SW Washington, marking the sixth consecutive year earning the honour. Fisher Investments was selected to the list based on anonymous employee feedback from the firm’s Camas, Washington-based employees.
The award was based on employee ratings of statements regarding company benefits in the 2022 Top Workplaces survey.
Since 2011, The Oregonian/OregonLive and Energage, a Philadelphia-based employee research and consulting firm, have partnered to determine the Top Workplaces in Oregon and southwest Washington based solely on employee survey feedback. Fisher Investments did not pay a fee to participate in this award. For more information, please visit: https://www.oregonlive.com/topworkplaces/2022/09/134-great-places-to-work-in-oregon-and-sw-washington-top-workplaces-2022.html.
Dallas Morning News
Fisher Investments was recognised on a list of the 2022 Top 100 Places to Work in the Dallas-Fort Worth, Texas area by The Dallas Morning News. Fisher Investments also received special honours for "Best Benefits." The Dallas Morning News and Energage, an employee research firm, evaluate anonymous employee survey feedback from regional employers to create the list. The list spotlights organisations that promote a healthy workplace culture.
This ranking is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC. The anonymous survey measures 15 culture drivers that are critical to the success of any organisation. To qualify, companies with 150 or more employees in the United States are eligible and you must achieve a workplace survey response rate of 35% or higher. Companies with the highest overall average scores (in comparison to like-sized companies within their region) qualify as Top Workplaces. Top Workplaces Methodology - Top Workplaces. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: https://topworkplaces.com/company/fisher-investments/.
Top Workplaces
For the second year in a row, Fisher Investments was named one of the Top Workplaces in the Dallas-Fort Worth area by Top Workplaces. The prestigious ranking is determined by independent workplace survey firm, Energage, based on anonymous employee feedback from hundreds of the region’s top employers.
The prestigious ranking is determined by independent workplace survey firm, Energage, based on anonymous employee feedback from hundreds of the region’s top employers. Candidates for this award can be nominated by anyone. Neither Fisher Investments nor its affiliates pay to be considered and selected for this award. For more information, please visit: https://topworkplaces.com/company/fisher-investments/.
Great Places to Work and Fortune Magazine
Fisher Investments was named the 20th Best Workplace in Texas for 2019, by Great Place to Work (GPTW) and Fortune magazine.
GPTW analysed anonymous survey feedback from more than 42,000 Texas-based employees across hundreds of employers to determine the 2019 Best Workplaces in Texas. Participants responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. From these results, Fisher Investments ranked #20 in the large company category. To be considered for this award, companies had to meet the Great Place to Work-certified standard.
Great Place to Work® analysed anonymous survey feedback from more than 42,000 Texas-based employees across hundreds of employers to determine the 2019 Best Workplaces in Texas. Participants responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. From these results, Fisher Investments ranked #20 in the large company category. To be considered for this award, companies had to meet the Great Place to Work-certified standard. For more information, please visit: https://www.greatplacetowork.com/best-workplaces/texas/2019.
Talent Board
In 2020, Talent Board—the first non-profit research organisation focused on promoting quality candidate experiences—announced their 2020 Global Candidate Experience Award (CandE) recipients. Fisher Investments was ranked 24th in North America out of 55 award winners.
Talent Board, a non-profit organisation focused on the promotion and benchmark research of a quality candidate experience, conducts a comprehensive evaluation and data analysis that consists of an employer survey and a targeted candidate survey. Fisher Investments paid a nominal fee to participate in the programme. For more information, please visit: https://www.thetalentboard.org/cande-awards/the-cande-winners/.
Great Place to Work®
In 2021, Fisher Investments UK was officially certified as a Great Place to Work®.
To be considered for this certification, Great Place to Work® analysed anonymous survey feedback from Fisher Investments UK employees in 2020. Employees responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. Fisher Investments and its affiliates pay a participation fee to Great Place to Work™, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.
Great Place to Work ®
Fisher Investments UK was named among the UK's Best Workplaces™ for 2021 by Great Place to Work®, the global authority on workplace culture. The firm ranked 50th in the Large Companies category across all industries. Fisher Investments UK was also officially certified as a Great Place to Work®.
To determine the 2021 Best Workplaces™ in the UK, Great Place to Work® analysed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. Based on these survey results and a company culture questionnaire, Fisher Investments UK earned Best Workplaces™ recognition and certification in the UK. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: Great Place To Work - UK
Great Place to Work®
For the second time, Grüner Fisher Investments (GFI) was certified as a "Great Place to Work". 83% of employees rated GFI as a great place to work. This recognition not only honours us as a top organisation in Germany, but celebrates Grüner Fisher Investments’ ability to drive trust, pride and camaraderie in the workplace. It also publically supports our reputation as an outstanding employer, which cultivates a friendly and engaging work environment where everyone is made to feel welcome
Globally, Great Place to Works’ Best Workplace™ survey is the largest survey of workplace cultures and people practices. The methodology that creates its Best Workplaces™ rankings is one of the most rigorous and highly sought after – and regarded as the ‘gold standard’ of employer awards. The methodology assesses the employee experience (through the Trust Index© employee survey) and the HR and leadership practices that create the organisation’s workplace culture (through the Culture Audit©). The Trust Index© survey accounts for 3/4 of the final results. The Culture Audit© accounts for 1/4 of the final results. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering a survey to employees and the analysis and delivery of survey results. Awards are granted based on qualifying survey results. For more information, please visit: https://www.greatplacetowork.de/workplace/item/3192/Gr%C3%BCner+Fisher+Investments+GmbH.
Focus-Business magazine
In 2020, Grüner Fisher Investments was named “Top Mittelstand* Employer” by Focus-Business magazine in a survey based on data from Kununu, an employer ratings platform. “We are very proud of our fourth-place finish in the “Finance” sector. A total of 4,000 companies were recognised” said a firm representative.
More than 950,000 companies and more than four million employee reviews were analysed on Kununu, an internet platform. The survey rated the top German Mittelstand employers in Germany. Neither Fisher Investments nor its affiliates paid to be considered for this award. For more information, please visit: https://www.kununu.com/de/gruener-fisher-investments.
kununu
GFI received the prestigious Top Company 2022 Award from kununu, one of the leading European platforms for employer evaluation. Employees and candidates can rate their company on kununu in terms of working atmosphere, culture, communication and various social aspects. Only 5 percent of the companies listed on kununu meet the criteria to qualify for this award.
To be considered for a kununu “Top Company” recognition, a company must have at least six reviews from employees on the kununu platform. The employer must have an average employee rating score for the past twelve months must be at least 3.8 stars. There must also be at least one review in the last 12 months. Updated ratings are also considered as new ratings. Neither Grüner Fisher Investments nor its affiliates pay to be considered for this award.
Swiss Sustainable Funds Award
Fisher Investments was recognised by the Swiss Sustainable Funds Awards for its US Small Cap Core Equity ESG strategy, which won the 2021 “US Equities” category.
This award recognises the top performing US equity strategies most committed to socially responsible investment practices. The Swiss Sustainable Funds Awards winners are selected by an independent committee, which evaluates funds and asset managers on qualitative and quantitative factors, including investment process, sustainability objectives, management team quality and performance history.
CDP
Fisher Investments was recognised by CDP, the leading global organisation measuring the environmental effects of companies, investment funds, cities, regions, and countries. CDP awarded Fisher Investments' Emerging Markets ex-Fossil Fuels Equity product with a 2021 Climetrics Award.
The annual Climetrics Fund Awards recognise the top five Global, European, US, and Emerging Markets equity products for environmental performance. Award winners are selected from a universe of approximately 20,000 products based on their underlying "Climetrics" scores. Climetrics scores are based on a product's portfolio holdings, investment policy and governance of environmental issues. FI did not pay a fee to participate in the award.
For additional information and details regarding these awards and accolades, please visit here.
