Clearly Different Money Management
Fisher Investments has helped investors retire comfortably since 1979. With over $294 billion under management, we provide tailored money management designed to help you achieve your long-term goals.* As a fiduciary, we make it a priority to always put clients’ interests first. With us, you’ll get a dynamic, active investment approach and a globally diversified portfolio.
How Is Fisher Investments Different?
We take the time to get to know your unique situation and tailor your investment portfolio accordingly. Starting with a comprehensive review of your lifestyle, family, tax situation and financial needs allows us to build a custom portfolio designed to help you enjoy a comfortable retirement. Other advisers may take a cookie-cutter approach, recommending off-the-shelf portfolios and commission-based products. We strive to minimize conflicts of interest and provide transparency so you can be confident you’ll get a portfolio that benefits you.
Fisher Investments Provides the Service You Deserve
As our client, you will have an Investment Counselor who listens to your needs, provides proactive service and helps you stay on track, even when your situation or markets change. You’ll also have access to specialized teams with resources to help with Social Security, estate planning and more. We provide all this for one simple, transparent fee that aligns our interests with yours—because we do better when you do better.
Ready to Learn More?
If you have questions or would like to learn more, our professionals are happy to discuss how we can help meet your long-term financial goals. Schedule your free consultation today.
