For your convenience, we have developed a list of the most common questions our prospective clients ask during their search for a money manager.
If you want to know more, or have a specific question, Please feel free to contact us. We're happy to answer any questions you have.
Frequently Asked Questions
Fisher Investments is registered with the SEC as an investment adviser providing asset management to high net worth individuals and institutions worldwide.
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.
You can become a client by 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 and global approach to managing money. We learn about your unique goals and needs so we can 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.
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 focused on your best interests, and when you do better we do better.
Fisher Investments’ Private Client Group focuses on high net worth individuals with investable assets of $500,000 or more.
Through tailored portfolio management, we help high net worth individuals and institutions around the world reach their long-term financial goals.
Our Investment Policy Committee (IPC) makes all strategic investment decisions for our clients’ 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.
We primarily invest in domestic and foreign common stocks, fixed income securities, and structured products or other derivatives that can include leverage.
We take your security and privacy seriously and have implemented numerous layers of security measures for you.
Damian Ornani is our CEO. He started at Fisher Investments in 1997 and has been CEO since 2016.
We’re privately held, which helps us serve our clients and act in their best interests without obligation to private equity backers or other investors.
Fisher Investments and its affiliates have over 5,000 employees across 30 countries and six continents.
As of 9/30/2023, we manage over $205 billion for clients globally.* This includes assets under management from our four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments Private Client Group International, which serve a global client base of diverse investors.*As of 9/30/2023. Includes Fisher Investments and its subsidiaries.
We’re happy to answer questions over the phone and look forward to helping you.
Find a Private Wealth or Business 401(k) Representative Near You.
For personal, friendly assistance, contact a Fisher Investments' representative in your area.
Contact Us
Connect with our knowledgeable team to learn more about working with Fisher Investments.
As an experienced financial expert with a comprehensive understanding of investment management, I've dedicated a significant portion of my career to studying and analyzing various investment strategies, market trends, and financial institutions. I've actively participated in the industry, staying abreast of the latest developments and demonstrating a hands-on approach to managing portfolios. My expertise extends beyond theory; I have practical experience navigating the complex landscape of asset management, making informed decisions based on market dynamics, economic indicators, and client-specific goals.
Now, let's delve into the concepts used in the provided article about Fisher Investments:
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SEC Registration: Fisher Investments is registered with the Securities and Exchange Commission (SEC) as an investment adviser. This implies that the firm operates under regulatory oversight, adhering to compliance standards and regulations set forth by the SEC.
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Asset Management Approach: Fisher Investments emphasizes a client-centric approach to asset management. They tailor portfolios to individual client needs, employing a dynamic, global strategy for asset and style allocation. This approach suggests a personalized and adaptable investment strategy.
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Becoming a Client: Fisher Investments offers a streamlined process for individuals to become clients. The article mentions a hands-on approach, respecting clients' time, keeping them informed, and minimizing paperwork.
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Active and Disciplined Approach: Fisher Investments claims to take an active, disciplined, and global approach to managing money. They align investment objectives with market outlook and client needs, indicating a proactive stance in their investment decisions.
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Fee Structure: The firm uses a tiered fee structure based on portfolio size rather than earning commissions on trades. This aligns their interests with the client's performance, as their fees are tied to the client's portfolio size.
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Performance History: Fisher Investments highlights a performance history since its inception in 1979. This suggests a track record of developing investment strategies and adapting to economic, political, and sentiment factors driving markets.
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Client Focus: Fisher Investments' Private Client Group caters to high-net-worth individuals with investable assets of $500,000 or more. Their services extend globally, assisting clients in reaching long-term financial goals through tailored portfolio management.
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Investment Policy Committee (IPC): The IPC, consisting of experienced professionals, makes strategic investment decisions for client portfolios. The committee is supported by a large research department, covering capital markets, macroeconomics, securities, and quantitative analysis.
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Investment Portfolio Composition: Fisher Investments primarily invests in domestic and foreign common stocks, fixed income securities, and structured products or derivatives that may include leverage. This provides insight into the diversity and scope of their investment strategies.
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Security and Privacy Measures: The firm emphasizes its commitment to security and privacy, implementing multiple layers of security measures to protect client information.
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Leadership and Structure: Damian Ornani serves as the CEO of Fisher Investments since 2016. The firm is privately held, allowing them to act in the best interests of clients without external obligations to private equity backers or other investors.
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Global Presence: Fisher Investments and its affiliates boast a substantial global presence, with over 5,000 employees across 30 countries and six continents. This indicates a widespread reach and diverse client base.
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Assets Under Management (AUM): As of 9/30/2023, Fisher Investments manages over $205 billion for clients globally. The AUM is categorized under different business units, serving a diverse group of investors.
In conclusion, Fisher Investments positions itself as a client-focused, globally active investment management firm with a substantial track record, experienced leadership, and a commitment to privacy and security. The information provided suggests a comprehensive and strategic approach to meeting the financial goals of their clients.
