How We're Different
Throughout our history, Fisher Investments has worked in our clients’ best interests by thinking and acting independently to find innovative and data-proven investment solutions. Our experience, personalized approach and commitment to serving our clients make us unique in our industry. We can help you achieve your financial goals through tailored money management, world-class client service, unique perspectives and a fee structure designed for your success.
Our Client-First Culture
When you work with dedicated professionals who care about your well-being, it gives you confidence and peace of mind. Our culture focuses on always putting our clients’ interests first.
Investment Experience
Our Investment Policy Committee (IPC) is the dedicated team that makes all strategic investment decisions for client portfolios. The IPC has over 150 years of combined experience in helping our clients meet their investment goals and objectives.
A Fiduciary for You
Learn about how we’re structured to ensure we always put our clients’ interests first.
A Global Investing Thought Leader
Our time-tested portfolio management processes start with an analysis of global economic, political and sentiment drivers and how they might affect asset class categories.
Our Structure
Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
Learn More About Our Services Here
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Private Client Group
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Institutional Group
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401(k) Solutions Group
Our Leadership
Fisher Investments prides itself on having a well-established, tenured leadership team that has been helping clients achieve their financial goals for over 40 years.
Learn More About Our Leadership TeamFacts and Figures*
*Information current As of 7/1/2024. Includes Fisher Investments and its affiliates.
Helpful Resources
Retirement Guides
Our downloadable guides offer information on retirement planning, retirement income and much more. They’re available at no cost or obligation to you.
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The 15-Minute Retirement Plan
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The Definitive Guide to Retirement Income
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99 Retirement Tips