Trust We Have Earned
Structured to Always Put Your Interests First
We better the investment universe by putting you first, making safe investment choices, analyzing the socioeconomic climate and striving to be different—so you have a positive investing experience and strong returns.
100% satisfaction guaranteed
-
Client-Focused
-
Investment Experience
-
Top-Down, Global Investment Approach
-
Independent
Client-Focused
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—helping you achieve all your goals.
A “one-stop shop”, 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.
Investment Experience
Fisher Investments’ five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 150 combined years of industry experience and a strong record of selecting investments that exceed benchmarks.
Top-Down, Global Investment Approach
Our time-tested, top-down portfolio management approach starts by analyzing broad global economic, political and sentiment factors. Using that analysis, we find opportunities in all investment categories before narrowing down to the specific securities we believe will always perform well moving forward.
Independent
We’re privately held, which means we control our destiny. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry. We seek to innovate so you’ll always see positive returns—even when markets fluctuate.
Personal Wealth Management
We help individuals and families exceed their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service.
Small Business 401(k) Services
We offer customized solutions to simplify day-to-day 401(k) management responsibilities for small- to medium-sized businesses, including navigating recordkeeper and CPA relationships, managing retirement plan funds and much more.
Institutional Investing
We have a long history of successfully managing assets for some of the world’s largest, most-prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others. Our clients appreciate our strong record of positive returns over time.
Demonstrated Experience
Investment Policy Committee Leadership
The Investment Policy Committee is our five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The Investment Policy Committee has over 150 years of combined industry experience and consistent instincts about securities and other assets that will outperform in any given market. Stability and longevity help build portfolios that stand out from our competition.
Structured to Always Put Our Clients' Interests First
When fees aren't aligned with your interests, your retirement goals could be put into jeopardy. We won’t let that happen. That's why we are transparent about the fees you pay..
A Client-Focused Culture
Compared with other investment firms, we do things differently—not just to be different, but because it matters for our clients. We designed our entire business to provide superior service and strong returns and minimize conflicts of interest.
Contact Us
Learn why 165,000 clients* trust us to manage their money and how we may be able to help you achieve all your financial goals.