Frequently Asked Questions

Fisher Investments is registered with the Securities and Exchange Commission (SEC) as an investment adviser providing asset management to high net worth individuals and institutions worldwide. We uphold the industry’s highest standard of care and help investors reach their long-term goals through active money management. When you hire Fisher Investments to help manage your money, you can expect personalized service and a rewarding investment experience.

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 allocations.

Other money managers may offer “cookie-cutter” portfolios or strategies based on a single style of investing. That means you’re getting the same advice as everyone else, regardless of your situation. While other managers may consider just your age or risk tolerance, we learn about your goals, financial needs, health, age, family circumstances and more.

We approach communications differently, too. While other money managers may avoid your calls when markets are turbulent, we’ll be in touch regularly, letting you know what’s happening with your portfolio.

Find out more about how Fisher Investments is different from other money managers.

You can become a client by contacting or 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, global approach to managing money. We learn about your unique goals and needs to 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.

As market conditions or your needs change, we may adjust your asset allocation to keep your portfolio positioned to meet your long-term objectives. We meticulously analyze markets, identify attractive investment categories and then choose individual securities for your portfolio. We search the world for investing opportunities because a diversified portfolio can help you achieve your goals sooner.

Our personalized, disciplined, global approach to managing money has helped our clients—more than 170,000 of them worldwide—plan for their financial futures with confidence.*

*As of 12/31/2024. Includes Fisher Investments and its affiliates.

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 aligned with your interests, and when you do better we do better.

Learn more about our fees here.

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 (FIPCG) claims compliance with the Global Investment Performance Standards (GIPS®), a framework of rigorous measurement standards. Click here to learn more about how the GIPS® standards help prospective clients and investors.

As a reminder, past performance is not indicative of future results and performance should be one of many considerations when choosing a money manager. You should also weigh the quality of service and advice and if the business is structured to put your needs first.

If you would like to see and discuss our performance history, please contact Fisher Investments at (888) 823-9566. A regional representative will be happy to provide more information about our performance history and discuss investment strategies for your personal goals.

Fisher Investments focuses on high net worth individuals with assets of $1,000,000 or more. Our clients have worked hard throughout their lives, and we’re dedicated to serving them with investing advice, tailored solutions and ongoing support.

Find out more about becoming a client here.

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

As a client, you will benefit from communication and services that are tailored to your needs. In addition, we can help with resources on financial planning, budgeting, cash-flow analysis, estate and tax planning, and strategies for maximizing Social Security benefits.

Beyond investing and financial planning, we want to help make you a more comfortable, disciplined and informed investor. That’s why you’ll have a dedicated client service team to help you understand what’s going on in your account—and why. Your client service team is also your gateway to a wealth of exclusive content and informational resources.

Learn more about what we offer.

Our Investment Policy Committee (IPC) makes all strategic investment decisions for client 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.

Learn more about the IPC here or in their profiles:

• Ken Fisher, Founder, Executive Chairman & Co-Chief Investment Officer
• Jeff Silk, Vice Chairman & Co-Chief Investment Officer
• Bill Glaser, Executive Vice President, Portfolio Management & Co-Chief Investment Officer
• Aaron Anderson, Senior Vice President, Research
• Michael Hanson, Senior Vice President, Research

We primarily invest in common stocks, fixed income securities and structured products or other derivatives, which can include leverage. We also sometimes use hedging instruments such as short equity positions and options when they’re appropriate, given your situation and current market conditions. Your long-term financial goals always determine our investment choices.

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

At the forefront is your client service team, your primary point of contact who knows you and your personal situation. If your client service team receives an abnormal request, they will put it on hold until they can obtain confirmation from you. In addition, employees are supported by comprehensive data-management systems and security policies to protect client data.

When you invest with Fisher Investments, we manage your investments, but your assets are held by a third-party custodian. Using a third-party custodian helps reduce conflicts of interest and promote transparency.

Damian Ornani is our CEO. He started at Fisher Investments in 1997 and has been CEO since 2016. He directs the firm’s day-to-day operations and oversees our primary business units: US Private Client, Institutional and Private Client Group International.

Read Damian’s bio here.

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.

Learn more about Fisher Investments here.

Fisher Investments and its affiliates have over 6,000 employees as of 12/31/2024.

As of 12/31/2024, we manage over $299 billion for private clients and institutions globally.*

Find out more about our assets under management here.

*Includes Fisher Investments and its affiliates.

Please call us at (888) 823-9566 or click here to contact us. We’re happy to answer your questions and look forward to helping you.

You can also learn more about Fisher Investments here.