Explore our investment philosophy, client-focused service model and commitment to helping investors achieve their long-term goals.
Fisher Investments: Putting Clients First for Over 45 Years
At Fisher Investments, we help families and institutions pursue their financial goals through personalized wealth management and a disciplined investment approach. Since 1979, we've guided clients through a wide range of market environments while remaining focused on helping them navigate the opportunities and challenges that come with investing.
Today, more than 210,000* clients worldwide trust Fisher Investments and our affiliates to manage their hard earned savings. We believe that trust is earned through experience, thoughtful guidance and a commitment to delivering exceptional service. Below are some of the characteristics that help distinguish Fisher Investments and support the long-term relationships we've built with our clients.
Comprehensive Wealth Management
Financial priorities evolve over time. That's why we provide personalized wealth management designed to adapt as your life, goals and circumstances change. From investment management to financial resources for retirement, estate and tax planning, we offer comprehensive support to help you address a wide range of financial needs.
Structure and Values That Always Put Your Interests First
We're a fiduciary, which means we're required to put your interests first. Our structure and values are also designed to support that commitment. For example, we separate client service, portfolio management and business development responsibilities, so you're always working with professionals dedicated to their specific areas of expertise. We also maintain ongoing communication to help keep you informed and aligned with your financial plan.
As a privately held, independent firm, we're free from the reporting pressures public companies face, allowing us to maintain a longer-term perspective when making decisions. Together, these characteristics help us deliver a more focused and personalized client experience.
Extensive Investment Experience
We've managed money for over 45 years. Our five-member Investment Policy Committee (IPC), supported by a dedicated research staff, makes the strategic decisions for client portfolios. With more than 175 years of combined industry experience, the IPC helps guide portfolios through every market environment. Few firms can match our continuity of leadership or documented performance history.
Active Global Investment Approach
We use an active global investment strategy based on our forward-looking market views. This approach provides the flexibility to seek investment opportunities around the world while managing risk through diversification. We believe looking globally and thinking proactively help us identify opportunities and risks that may be overlooked by more narrowly focused investment approaches.
*As of 9/30/2026. Includes Fisher Investments and its affiliates.
The Private Client Group Experience
Personalized service, tailored investment guidance and comprehensive support are at the center of the Private Client Group experience.
Fiduciary, always putting your interests first.
Portfolios tailored to your unique needs and goals.
Comprehensive financial planning services.
Active, globally diversified investment strategy.
One simple fee, structured so we do better when you do better.
Trust Fisher Investments Has Earned
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As of 9/30/2026. Includes Fisher Investments and its affiliates.
See here for a full list of awards disclosures.
