The Fisher Difference: About Fisher

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The Fisher Investments Difference

About Fisher

FISHER INVESTMENTS AUSTRALIA®

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A man dressed in a navy suit appears. A fly-out in the lower right corner identifies him as Nathan Fisher, Senior Executive Vice President, 401(K) Solutions.

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Nathan Fisher: When my father, Ken Fisher, founded Fisher Investments, he was on a mission. He envisioned building a better type of business, one that bettered the investment universe by educating investors on the things they needed to know to be more informed consumers.

Another man dressed in a navy suit appears. A fly-out in the lower right corner identifies him as Michael Hanson, Senior Vice President, Research.

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Michael Hanson: Ken was looking for advantages and ways to think differently about how the investment environment worked, and he pioneered many things, including the Price-to-Sales ratio. He started to look at things like small cap value in the institutional world in ways that nobody had before. And that was how the firm really got its start. And, over time it's evolved to a very unique place, that now has a top-down philosophy and offers our customers services we never would have imagined going back so far.

A man dressed in a dark grey suit appears. A fly-out in the lower right corner identifies him as Orlando Copeland, Relationship Manager.

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Orlando Copeland: We created a model within our business focused on helping private clients, but offering the same level of portfolio construction and investment guidance that many of the large institutions we work with around the world benefit from.

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Michael Hanson: Fisher Investments has really grown quite a lot over time. When I started at the firm, we were just about 150 employees and had about $10 billion under management. We're very proud to say now that we have well over 2500 employees and manage over $100 billion in assets.

A woman dressed in a lavender sports jacket appears. A fly-out in the lower right corner identifies her as Jill Hitchcock, Senior Executive Vice President, US Private Client Group.

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Jill Hitchcock: Fisher Investments has four primary businesses. Our US Private Client Group serves high net worth investors in the United States. And as well, we have an International Private Client Group that serves European high net worth investors. We have an Institutional business that serves institutions worldwide, as well as a 401(k) business.

Another man dressed in a navy suit appears. A fly-out in the lower right corner identifies him as Bill Glaser, Executive Vice President, Portfolio Management.

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Bill Glaser: We've structured our business such that we always want to place our clients’ interests before our own. And that fiduciary responsibility is one that we don't take lightly. We also believe in transparency, not only in terms of the fees that we charge, but also in terms of how we manage portfolios. We're very direct and proactive with our communications. We offer a very flexible, globally driven, top-down investment approach. And we provide, what I believe to be, a world class service organization. I think the service offering we have is really unparalleled in this industry.

Jill Hitchcock appears back on screen.

Jill Hitchcock: Many of our employees have worked elsewhere in the industry and when they come to Fisher Investments, they realize how a true fiduciary operates and how what we're doing is different and really aligned with the interests of our clients.

A woman dressed in a beige sports jacket appears. A fly-out in the lower right corner identifies her as Jessica Smith, Client Services Vice President.

Jessica Smith: We are absolutely obsessed with creating the best possible experience for our clients, and it's something that permeates throughout the firm.

Another man dressed in a navy suit appears. A fly-out in the lower right corner identifies him as Naj Srinivas.

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Naj Srinivas: These are people who've worked their entire lives to amass a pool of money. And they're asking us to take this pool of money and then provide for them in retirement or otherwise, and help them live a more comfortable life. In my view, there's really no more noble profession than that—to be able to have a company that: values its clients first and foremost; puts their interests ahead of anything else; tries to do right by them always, and help them along the path to reaching their long-term goals and objectives. That's really what our mission is, in my view.

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FISHER INVESTMENTS AUSTRALIA®

Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services to wholesale clients only and outsources portfolio management to its parent company, Fisher Asset Management, LLC (AR 001292046), which does business in the United States as Fisher Investments. Investing in equities and other financial products involves the risk of loss. Past performance is not indicative of future performance.  This document constitutes the general views of Fisher Investments Australia as of the date of this document. These views do not take into account individual financial situations, needs or objectives and should not be regarded as personal investment advice. No assurances are made we will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast or other forward looking statement made herein.

Forecasts are based on current expectations and beliefs involving risks, uncertainties, assumptions, and judgments that are difficult to accurately predict and may prove inaccurate. Forecasts and any past performance information are not an indicator of future performance and should not be relied upon. Actual outcomes may be materially different. There can be no assurances that investment returns from a particular strategy or allocation will exceed returns from another strategy or allocation. Any commentary regarding strategy or performance reflects our Global Total Return strategy that is benchmarked to the MSCI World Index. Given different objectives and circumstances, clients may have different benchmarks and client accounts may not contain all elements of any strategy discussed here. Individual financial products, including fixed interest products and derivatives, and investing in different markets, carry unique risks. Any references to a particular tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

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