What Makes Us Different from Other Money Managers?
Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first. We believe this focus on investors like you is why we’ve successfully managed portfolios for more than 40 years and currently serve over 165,000* clients globally, including private investors, institutions and small-to-mid-size businesses.
* As of 9/30/2024. Includes Fisher Investments and its affiliates.
The Fisher Difference
Here are just a few of the ways Fisher Investments is different from other money managers.
- As a fiduciary, we always put our clients first, and always act in their best interests.
- Unlike some money managers that sell “cookie-cutter” portfolios and off-the-shelf products, we tailor client portfolios to individual goals and needs.
- We offer comprehensive resources not only for investing, but your entire financial picture--including financial planning, estate planning, Social Security, Medicare, tax planning and more.
- As a fee-only adviser, we charge a simple, transparent fee that’s a percentage of your assets under management—we don’t sell any commission-based products.
- As a client, you will receive a dedicated client service team who will keep you informed, not sell you products. Their goal is to make sure you know exactly what’s going on with your money, and why.
Watch Our TV Commercials
Below is a menu of some of our recent commercials, showcasing examples of how we differ from other money managers. If you are interested in learning more about how we can help you or your organization start your journey toward a better financial future, contact us today.
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A Disciplined Approach
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Tailored Portfolios
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Comprehensive Client Service
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An Adviser You Can Trust
A Disciplined Investment Approach
We believe the best way to discover investment opportunities and achieve long-term results is through active portfolio management centered on your long-term goals. This disciplined, top-down approach allows us to interpret information differently and find global investing opportunities other money managers may overlook.
Learn MoreTailored Investment Portfolios
We have been managing discretionary assets for over 40 years and remain committed to building portfolios that reflect our clients' values and help achieve their investment goals.
Learn MoreComprehensive Client Service
We separate service, sales and portfolio management roles to ensure you’re always working with someone focused in their area and on you. We believe this division of labor ensures you have our undivided care at every step of our relationship. In addition to portfolio management, we can help you take control of your entire financial situation through financial and estate planning services.
Learn MoreAn Adviser You Can Trust
For over 40 years, we’ve helped individuals, families and institutions achieve their financial goals by always putting their best interests first.
Learn More
View Our Guides
Get a sample of the guidance we provide our clients in The Investor’s Guide to a Comfortable Retirement, or get our latest market views in our Stock Market Outlook, or download other helpful guides.
Contact Us
Connect with our knowledgeable team to learn more about working with Fisher Investments.