If you're looking for an investment firm to provide disciplined investing strategies, offer straightforward market perspective and help you navigate market volatility, then you have come to the right place.
Client-Focused Money Management for Over 40 Years
Fisher Investments is a fee-only investment adviser serving institutional and private clients globally. If you’ve worked hard and saved throughout your life, we can help you retire comfortably and confidently through tailored money management, industry-leading client service, illuminating insights and a fee structure aligned with your success.
What is Fisher Investments?
Fisher Investments is registered with the 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 a personalized, rewarding investment experience and world-class service.
What makes Fisher Investments different from other money managers?
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.
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. You’ll hear from us regularly—not just when markets are doing well. While other money managers may avoid your calls when markets are turbulent, we’ll be in touch, letting you know what’s happening with your portfolio.
Find out more about how Fisher Investments is different than other money managers.
What services does Fisher Investments provide?
Through tailored portfolio management, we help high net worth individuals and institutions around the world reach their long-term financial goals.
As a client, you will benefit from a comprehensive, personalized financial plan helping you confidently save, spend and invest. Communication and service are tailored to your needs. In addition, we can help with 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 Investment Counselor to help you understand what’s going on in your account—and why. Your Investment Counselor stays in touch through up and down markets and is also your gateway to a wealth of exclusive content and informational resources.
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