www.fisherinvestments.com
Open in
urlscan Pro
23.204.3.34
Public Scan
Submitted URL: http://www.fisherinvestments.com/
Effective URL: https://www.fisherinvestments.com/en-us
Submission: On November 01 via api from US — Scanned from US
Effective URL: https://www.fisherinvestments.com/en-us
Submission: On November 01 via api from US — Scanned from US
Form analysis 0 forms found in the DOM
Text Content
X
By continuing you agree to our privacy policy. California and Oregon residents
here.
22FC5B0B-A4EC-4985-A9EF-94269B50F21B D5AB5053-9729-48DC-BFE7-1DD0B296D2FA
7081E26A-9CE7-4FCB-BE74-A2FA6B5E1F0E 7F3372AF-C896-4062-916A-6C2C5234D09B Icon
for article summary 8AB4BD7D-7AC9-49FB-BE85-2C68FA08E565
F543922C-C097-4292-BA6C-A337016C5A47 ACF32132-BE0D-485B-90C2-0A0C78C199DA
C2C7D000-E097-40EC-A866-DFFAE228B1DA 5E3312C8-29BE-4690-8D0E-022F57A28720
location Phone 3E0371F9-4B0C-49F2-AEE6-A78753E8DFD3 icons/24/transcript X logo
B704F803-F647-470A-97EC-67D43EB1FE8F 5F584AAD-AA61-4CAC-8D0E-7A1F4A8C9338
External Star Users tune-variant 93169ADC-370E-4C67-8390-3DF913F068E0 Global
Icon This strategy has SRI, ESG, or Impact AUM
* Locations
* Careers
United States
* Back
* Close
* Selected Country/Region:
United States (English)
* North America
* Back
* North America
* * Canada
English
* United States
English
* Europe
* Back
* Europe
* * Personal Wealth Management & Institutional Investing
* Belgium
Dutch French
* Denmark
Danish
* France
French
* Ireland
English
* Italy
Italian
* Netherlands
Dutch
* Norway
Norwegian
* Spain
Spanish
* Sweden
Swedish
* United Kingdom
English
* Personal Wealth Management
* Germany
German
* Luxembourg
English French
* Institutional Investing
* European Union
English
* Middle East
* Back
* Middle East
* * Saudi Arabia
Arabic
* Asia-Pacific
* Back
* Asia-Pacific
* * Personal Wealth Management & Institutional Investing
* Australia
English
* Institutional Investing
* Australasia
English
* Japan
Japanese
Fisher Investments
Menu
Back
Clear
SearchLoading
Search Search
* About Us
* Personal Wealth Management
* Business 401(k) Services
* Institutional Investing
Insights
Resource Library
Contact
*
*
* Back Back
* About Us
Our investment experience, leadership and culture help us provide
world-class, client-focused service.
* Our Story
* Our Story
* Our History
* Our Culture
* Awards
* Leadership
* Leadership
* Executive Leadership
* Ken Fisher
* Investment Policy Committee
* Research Group
* Press Center
* Press Center
* Press Releases
* Facts and Figures
* The Fisher Difference
* The Fisher Difference
* Our Representatives
* Our Representatives
* Form CRS & Form ADV
* Form CRS & Form ADV
* Read Our Latest Insights
In the News
* Back Back
* Personal Wealth Management
We work with you to create a tailored investment portfolio designed to help
you achieve your financial goals.
* Financial Goals
* Your Financial Goals
* Retirement Planning
* Grow Your Wealth
* Preserve Your Wealth
* Manage Your Estate
* How We Help
* How We Help You
* Portfolio Management
* Financial Planning
* Annuity Evaluation
* Tailored Solutions
* How Were Different
* How We're Different
* Our Fiduciary Obligation
* Investment Approach
* Personalized Service
* Tailored Portfolios
* Performance
* Fees
* See Why We're Different
Watch Our TV Commercials
* Back Back
* Business 401(k) Services
We are one of the nation's largest investment advisers serving small and
mid-sized businesses.
* Get Started with Fisher
* Get Started With Fisher
* Upgrade Your Retirement Plan
* Why Fisher
* Employer Services
* Employer Services
* Investment Solutions
* Employee Services
* Administration Support
* Fiduciary Services
* Retirement Plans
* Retirement Plans
* 401(k) Plans
* 403(b) Plans
* Cash Balance Plans
* Who We Serve
* Who We Serve
* Non-Profits
* Small Businesses
* Governments
* Retirement Plan Advisers
* Referring Partners
* Retirement Plan Features
* Plan Features
* Roth
* Safe Harbor
* Profit Sharing
* Employer Matching
* Auto-Enrollment, Vesting, Eligibility
* See how your company’s 401(k) stacks up to industry peers.
Get your Scorecard
Popular Insights
* Calculating Plan Fees
* Investment Performance
* 401(k) Scorecard
* Tax Savings Strategies
* Administration Resources
* Back Back
* Institutional Investing
We serve a diverse group of institutional clients around the world including
pension funds, governments, foundations, endowments and more.
* Top Down Investment Process
* Top-Down Investment Process
* Security Selection
* Strategies
* Strategies
* Global Equity
* US Equity
* Global ex-US Equity
* Emerging Market Equity
* Fixed Income
* Long/Short
* Quant
* ESG
* Responsible Investing
* ESG Integration
* Corporate Engagement
* Affiliations and Initiatives
* Who We Serve
* Who We Serve
* Retirement Plan Advisers
* Financial Institutions
* Corporate and Public Plan Sponsors
* Foundations
* Sovereign Wealth Funds
* Participant Managed Accounts
* Participant Managed Accounts
* Portfolio Construction
* PRO Implementation
* QDIA Information
* Macro Insights
Read Now
Popular Insights
* Market Outlook and Insights
* Macro Minutes
* Defined Contribution Insights
* Back Back
* Insights
Gain valuable insights on current market topics and issues from our seasoned
team of investing professionals
* Market Commentary
* Market Insights
* MarketMinder - Daily Market Commentary
* Headlines
* In the News
* Podcasts
* Ken Fisher in the New York Post
* 2024 US Election Insights
* Personal Wealth Management Insights
* Personal Wealth Management Insights
* Financial Planning
* Weekly Wrap-Up
* Small Business 401(k) Services Insights
* Small Business 401(k) Services Insights
* 401(k) Plan Optimization
* Plan Administration
* Tax Savings
* Institutional Investing Insights
* Institutional Investing Insights
* Macro Minutes
* ESG Insights
* Macro Insights
* Back Back
* Resource Library
Get help navigating the constantly changing market landscape with our
articles and resources on popular topics.
* Personal Wealth Management Resources
* Personal Wealth Management Resources
* Retirement Planning Resources
* Free Investing Guides
* Small Business
* Small Business 401(k) Services Resources
* Plan Sponsor Toolkit
* Plan Administrator Resources
* CPA Resources
* Best 401(k) Providers
* Institutional Investing Resources
* Institutional Investing Resources
* Defined Contribution Resources
* ESG Insights
* General Resources
* General Resources
* Retirement Calculator
* Future Value Calculator
* Fisher Investments FAQ
* See Why We're Different
Watch Our TV Commercials
to main content
* YOU IMAGINE YOUR FUTURE. WE HELP YOU GET THERE.
> A Globally Recognized, Client-Focused Investment Adviser Serving
> Individuals, Families and Institutions.
--------------------------------------------------------------------------------
Are you ready to start your journey to a better financial future?
Contact Us Today
* YOU IMAGINE YOUR FUTURE. WE HELP YOU GET THERE.
> A Globally Recognized, Client-Focused Investment Adviser Serving
> Individuals, Families and Institutions.
--------------------------------------------------------------------------------
Are you ready to start your journey to a better financial future?
Contact Us Today
* YOU IMAGINE YOUR FUTURE. WE HELP YOU GET THERE.
> A Globally Recognized, Client-Focused Investment Adviser Serving
> Individuals, Families and Institutions.
--------------------------------------------------------------------------------
Are you ready to start your journey to a better financial future?
Contact Us Today
* CLEARLY DIFFERENT MONEY MANAGEMENT
> Our TV commercials explain how we do things differently than other money
> managers to ensure we’re always putting our clients’ best interests first.
Watch Our TV Commercials and Learn More
* MARKET INSIGHTS
> Stay informed on what's happening in the markets and gain valuable insights
> on the global economy, politics, investor sentiment, investing trends and
> more from our seasoned team of investing professionals.
Check Out Our Latest Market Insights
2024 Election Commentary
Play Carousel Pause Carousel
TRUST WE HAVE EARNED
165,000
individuals, families, businesses and institutions around the world
$294 BILLION
assets under management
40+ YEARS
experience serving clients and helping them achieve their investment objectives
5,500
employees dedicated to your financial goals
See All Awards
As of 9/30/2024. Includes Fisher Investments and its affiliates.
See here for a full list of awards disclosures.
STRUCTURED TO ALWAYS PUT YOUR INTERESTS FIRST
* Client-Focused
* Investment Experience
* Top-Down, Global Investment Approach
* Independent
Client-Focused
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.
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
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.
Top-Down, Global Investment Approach
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 across investment categories before narrowing down to the
specific securities we believe will perform well moving forward.
Independent
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.
HOW WE CAN HELP
PERSONAL WEALTH MANAGEMENT
We help individuals and families achieve their goals with detailed financial
planning, tailored investment portfolios and proactive, high-touch client
service.
Wealth Management Services
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.
Business 401(k) Services
INSTITUTIONAL INVESTING
We have a long history of managing assets for some of the world’s largest,
most-prestigious institutions, including corporations, pensions, endowments,
sovereign wealth funds and many others.
Institutional Investing Services
INSIGHTS & MEDIA
All
* All
* Personal Wealth Management
* Business 401(k) Services
* Institutional Investing
Media Choice Media Type Articles Podcasts Videos In The News More
Market Analysis Correlation Without Causation, UK Budget Edition
10/31/2024
Weekly Wrap-Up Fisher Investments Reviews: Last Week in Markets—October 21 -
October 25
10/30/2024
Market Analysis America’s Halloween-Eve GDP Delivers Few Scares
10/30/2024
Politics Inside Rachel Reeves’ Red Briefcase
10/30/2024
Watch the Investment Policy Committee Leadership video
View Transcript For the Investment Policy Committee Leadership video
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.
Stability and longevity help build consistency with your investment strategy.
Learn More About Our Leadership
Watch the Structured to Always Put Our Clients' Interests First video
View Transcript For the Structured to Always Put Our Clients' Interests First
video
STRUCTURED TO ALWAYS PUT OUR CLIENTS' INTERESTS FIRST
When fees aren't aligned with your interests, your retirement goals could be put
into jeopardy. That's why we believe clients deserve simplicity and transparency
when it comes to fees they pay.
Watch Now
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 minimize conflicts of interest.
LEARN MORE
Learn why 165,000 clients* trust us to manage their money and how we may be able
to help you achieve your financial goals.
*As of 9/30/2024
New to Fisher? Call Us.
(888) 823-9566
Contact Us Today
* ABOUT FISHER INVESTMENTS
ABOUT FISHER INVESTMENTS
* About
* The Fisher Difference
* Our Story
* Leadership
* Press Center
* In the News
* Our People
* PERSONAL WEALTH MANAGEMENT
PERSONAL WEALTH MANAGEMENT
* Personal Wealth Management
* Your Financial Goals
* How We Help You
* How We're Different
* INSTITUTIONAL INVESTING
INSTITUTIONAL INVESTING
* Institutional Investing
* Top-Down Investment Process
* Strategies
* ESG Investing
* Who We Serve
* Participant Managed Accounts
* BUSINESS 401(K) SERVICES
BUSINESS 401(K) SERVICES
* Small Business 401(k) Services
* Upgrade Your Retirement Plan
* Who We Serve
* Employer Services
* Plan Features
* Retirement Plans
* CONTACT US
CONTACT US
* Contact Us
* Find a Location
* Find a Representative
* Press Inquiries
* Careers
* Fisher Investments Reviews
* Scams
* INSIGHTS
INSIGHTS
* Insights
* MarketMinder - Market Commentary
* Personal Wealth Management Insights
* Institutional Investing Insights
* Business 401(k) Insights
* RESOURCE LIBRARY
RESOURCE LIBRARY
* Resource Library
* Fisher Investments FAQ
* General Resources
* Personal Wealth Management Resources
* Business 401(k) Resources
* Institutional Investing Resources
* LEGAL INFORMATION
LEGAL INFORMATION
* Legal Information
* Privacy
* Accessibility
* Disclosures
* Sitemap
* Form CRS & Form ADV
*
*
*
CONNECT WITH US
Call us at (888) 823-9566
Find Fisher Investments on social media.
*
* twitter
* Instagram Icon
*
*
*
GET THE FISHER APP
Available for US customers only.
*
* Get the app on Apple App Store
Investing in securities involves a risk of loss. Past performance is never a
guarantee of future returns. Investing in foreign stock markets involves
additional risks, such as the risk of currency fluctuations.
©2024 Fisher Investments
6500 International Parkway, Plano, Texas 75093
YOU ARE NOW LEAVING THE FISHER INVESTMENTS WEBSITE.
You are now leaving FisherInvestments.com. Click Confirm to continue or click
Close to remain on this page.
Confirm Close