What is Fisher Investments' Performance History?

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 with some important features: 1) Performance represents the majority of our clients’ portfolios, 2) Quoted performance numbers are those that client portfolios actually achieved and 3) can be compared to other GIPS-compliant investment advisers.

It may sound surprising, but not all money managers take such a disciplined approach to measuring or advertising performance. That’s why we urge investors to remember past performance is not indicative of future results and should only 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.