How We're Different
Throughout our history we have put our clients’ interests first by thinking independently and using data-proven solutions to create innovative investment strategies. Our experience, personalized approach and dedication to client service set us apart in the industry. We help you achieve your financial goals with tailored investment management, world-class service, unique insights 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 clients’ interests first.
Investment Experience
Fisher Investments’ 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 clients meet their investment goals and objectives.
A Global Investing Thought Leader
Our time-tested portfolio management process starts with an analysis of global economic, political and sentiment factors we believe will drive markets over the next 12-18 months.
Our Structure
Fisher Investments Australia is part of the global Fisher group of companies. When you become a client, Fisher Investments Australia will serve as your investment manager. Fisher Investments Australia outsources portfolio management to its US-based parent company, Fisher Investments.
Fisher Investments has a long history and respected reputation for serving the diverse needs of high net worth individuals and institutions across a range of investments structures. As of 31/12/2024, Fisher Investments and its subsidiaries manage over $483 billion in assets globally—over $413 billion for private investors and $69 billion for institutional investors.
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Private Client Group
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Institutional Group
Facts and Figures*
*As of 31/12/2024. Includes Fisher Investments and its affiliates.
Retirement Guides
Our ongoing insights 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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When to Retire