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We believe the combination of our independence, a structure that always puts our clients’ interests first, our investment experience and a “top-down” investment approach makes us unique in our industry.
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Our Independence
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Our Structure and Values
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Our Depth of Investment Expertise
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Our Top-Down Investment Approach
Our Independence
Fisher Investments is one of the world’s largest independent, fee-only investment advisers. We’re privately held, which means we control our own destiny and aren’t beholden to shareholders. In our view, our independence enables us to think unconventionally and helps us do what’s best for our clients.
Our Structure and Values Help Ensure We Always Put Our Clients' Interests First
From our founding in 1979, our firm has been structured to help us put your interests first. Fisher Investments separates sales, client service and portfolio management responsibilities, allowing our employees to build breadth and depth in their areas of expertise. We believe this division of labor reduces conflicts of interest and directly benefits our clients by giving them our undivided attention and care at every step of the relationship.
Our Depth of Investment Expertise
Fisher Investments’ five-member Investment Policy Committee (IPC) monitors global economic, political and sentiment drivers to forecast market conditions and drive the strategic decisions for client investment portfolios. The IPC has over 150 combined years of industry experience.
Our Top-Down Investment Approach
We believe our time-tested, top-down investment approach is critical to our clients’ investing success. Our investment process starts by analyzing global economic, political and sentiment drivers to forecast market conditions and develop investment themes. We believe this approach allows us to identify and take advantage of the best investing opportunities.
Who We Serve
Private Investors
We build personalized portfolios for individuals and families by combining a time-tested, top-down investment approach to build portfolios tailored to our clients’ long-term goals.
Institutional Investors
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.
Small- to Mid-Sized Business Retirement Plans
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.
Contact Us
Connect with our knowledgeable team to learn more about working with Fisher Investments.
