Frequently Asked Questions

Fisher Investments is registered with the SEC as an investment adviser providing asset management to high net worth individuals and institutions worldwide.

Our approach to asset management starts with you. We help our clients reach their investment goals through tailored portfolios built with a dynamic, global approach to asset and style allocation.

You can become a client by calling us today at (888) 823-9566. We’d be happy to speak with you and discuss your goals. We will guide you through every step of becoming a new client. Our hands-on approach respects your time, keeps you informed and reduces the amount of paperwork you need to fill out.

We take an active, disciplined and global approach to managing money. We learn about your unique goals and needs so we can create a personalized portfolio for you. Your investment objectives and our market outlook help determine your asset allocation—your mix of stocks, bonds, cash or other securities.

Unlike some money managers, we don’t earn commissions on trades. Instead, we use a tiered fee structure that’s based on your portfolio’s size. This means we’re always focused on your best interests, and when you do better we do better.

We are proud of our performance history. Since we opened in 1979, we have developed investing strategies and innovative approaches to analyzing how economic, political and sentiment factors drive markets.

Fisher Investments’ Private Client Group focuses on high net worth individuals with investable assets of $500,000 or more.

Through tailored portfolio management, we help high net worth individuals and institutions around the world reach their long-term financial goals.

Our Investment Policy Committee (IPC) makes all strategic investment decisions for our clients’ portfolios. The IPC has over 150 years of combined investing experience. They are supported by our large research department, which includes capital markets, macroeconomics, securities and quantitative analysts.

We primarily invest in domestic and foreign common stocks, fixed income securities, and structured products or other derivatives that can include leverage.

We take your security and privacy seriously and have implemented numerous layers of security measures for you.

Damian Ornani is our CEO. He started at Fisher Investments in 1997 and has been CEO since 2016.

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.

Fisher Investments and its affiliates have over 5,500 employees across 30 countries and six continents.

As of 9/30/2024, we manage over $294 billion for clients globally.* This includes assets under management from our four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments Private Client Group International, which serve a global client base of diverse investors. *As of 9/30/2024. Includes Fisher Investments and its affiliates.

We’re happy to answer questions over the phone and look forward to helping you.