Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $71 billion under management.1 Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 175 large institutions and over 35,000 high net worth individuals.
About the Fisher Investments Private Client Group
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Fisher Investments is not your typical investment firm. Our distinctive investment philosophy, global research platform, specialized service model, devotion to innovation, and commitment to education are just some of the attributes that set us apart. Learn more about these features below.
Distinctive Investment Philosophy
Our investment philosophy is based on a fundamental belief in capitalism and how free capital markets function. We seek to exploit new information in the marketplace and interpret widely-known information uniquely from other market participants. This helps us ultimately add value through the portfolio management process.
Global Research Platform
Fisher Investments has a dedicated in-house research department focused on generating economic, capital markets, and securities research, and supporting the Investment Policy Committee in its strategic portfolio decision-making. The Investment Policy Committee has over a hundred years of combined industry experience.
Specialized Service Model
Fisher Investments believes it offers a service model unparalleled in the industry. We offer a dedicated team of professionals intimately familiar with each client. Fisher Investments service professionals provide regular, proactive outreach along with a series of educational and informational communications including research reports, market updates, and portfolio analysis.
Devotion to Innovation
Fisher Investments has a history of innovation with several milestones in capital markets research. Examples include developments in stock analysis (1980s), identification of investment styles and cycles (1990s), sentiment-based forecasting (1990s), and behavioral finance (2000s). Our philosophy drives us to continually challenge "conventional wisdom" and seek new innovations by doing what others haven't done yet.
Commitment to Education
Fisher Investments provides many educational resources including MarketMinder.com, Fisher Investments Press, Fisher Investments Education Site plus several investing guides and research reports. Many of these materials can be accessed directly from Fisher Investments’ website or through various social media channels including YouTube, Facebook and Twitter.
Fisher Investments has offices in Camas, WA, Woodside and San Mateo, CA. Fisher Investments' wholly-owned subsidiaries include: Fisher Investments UK, offering its services to investors in the UK and Grüner Fisher Investments GmbH, serving investors in Germany.