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A Letter from Fisher Investments’ CEO Damian Ornani on the Selection of Advent
International and ADIA as Minority Investment Partners.
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* YOU IMAGINE YOUR FUTURE, WE HELP YOU GET THERE.
> A Globally Recognized, Client-Focused Investment Adviser Serving
> Individuals, Families and Institutions.
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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
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STRUCTURED TO ALWAYS PUT YOUR BEST 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 and aren’t beholden to
shareholders or outside interests. 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.
TRUST WE HAVE EARNED
150,000
individuals, families, businesses and institutions around the world
$265 BILLION
assets under management
40+ YEARS
experience serving clients and helping them achieve their investment objectives
5,500
employees dedicated to your financial goals
Best Financial Advisory Firms USA Today 2023
Top US-Based Fee-Only Registered Investment Adviser InvestmentNews 2016 - 2023
Citywire 50 Growers Across America Citywire 2023
As of 3/31/2024. Includes Fisher Investments and its subsidiaries.
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
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* Personal Wealth Management
* Business 401(k) Services
* Institutional Investing
Media Choice Media Type Articles Podcasts Videos In The News More
Macro Minutes Macro Minutes: Energy Outlook: Plenty of Fuel Left
6/28/2024
Market Volatility Fisher Investments Reviews What All-Time Highs Might Mean for
Investors
6/28/2024
Market Analysis Global Usually Swamps Local—Japan Edition
6/27/2024
Market Analysis Viewing The Corporate Default Wave That Never Came
6/27/2024
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 150,000 clients* trust us to manage their money and how we may be able
to help you achieve your financial goals.
*As of 3/31/2024
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
* Reviews, Awards and FAQs
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* INSIGHTS
INSIGHTS
* Insights
* MarketMinder - Market Commentary
* Personal Wealth Management Insights
* Institutional Investing Insights
* Business 401(k) Insights
* RESOURCE LIBRARY
RESOURCE LIBRARY
* Resource Library
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* Business 401(k) Resources
* Institutional Investing Resources
* LEGAL INFORMATION
LEGAL INFORMATION
* Legal Information
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* Sitemap
* Form CRS & Form ADV
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CONNECT WITH US
Call us at (888) 823-9566
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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
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