Fisher Investments Core Business

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $100 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 45,000 high net worth individuals.1

Serving Institutional Investors

Fisher Investments Institutional Group serves a global client base, including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations and governments. Among other things, our global research platform, long-term performance history, and stable and experienced investment management team set us apart from the competition.

Serving Individual Investors

Fisher Investments Private Client Group serves financially successful individuals throughout the US, providing personalized investment management service and strategy based on each individual's situation and financial objectives. Clients appreciate our proactive, dedicated service and educational programs aimed at keeping them updated on the market, economy and positioning of the portfolio.

International Operations

Fisher Investments’ wholly-owned subsidiaries include: Fisher Investments UK, offering Fisher Investments’ services to investors in the UK, and Grüner Fisher Investments GmbH, serving investors in Germany.

Fisher Investments Management Team

Fisher Investments’ investment strategy decisions are made by Ken Fisher along with four other members of the Investment Policy Committee (IPC), Jeff Silk, Bill Glaser, Aaron Anderson and Michael Hanson - a team with more than 130 years combined investment industry experience. The Fisher Investments IPC oversees the research and trading departments to develop and deliver optimal portfolio strategies across each client account.

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1 As of 1/12/2018, Fisher Investments and its subsidiaries manage over $100 billion in assets—over $52 billion for North American private investors, over $41 billion for institutional investors and over $5 billion for European private investors.