Fisher Investments | Wealth Management in 2024

Client-Focused Money Management for Over 40 Years.

Fisher Investments is a fee-only investment adviser serving private clients, small- to mid-sized businesses and institutional investors globally

How We’re Different

Throughout our history, Fisher Investments has worked in our clients’ best interests by thinking and acting independently to find innovative and data-proven investment solutions. Our experience, personalized approach and commitment to serving our clients make us unique in our industry. We can help you achieve your financial goals through tailored money management, world-class client service, unique perspectives and a fee structure designed for your success.

Our Client-First Culture

When you work with dedicated professionals who care about your well-being, it gives you confidence and peace of mind. Our culture focuses on always putting our clients’ interests first.

A Fiduciary for You

Learn about how we’re structured to ensure we always put our clients’ interests first.

Investment Experience

Our Investment Policy Committee (IPC) is the dedicated team that makes all strategic investment decisions for client portfolios. The IPC has over 150 years of combined experience in helping our clients meet their investment goals and objectives.

A Global Investing Thought Leader

Our time-tested portfolio management processes start with an analysis of global economic, political and sentiment drivers and how they might affect asset class categories.

Our Structure

Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

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