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Institutional Investors MarketMinder Locations United States Belgium Belgium Belgium NL Belgium FR Canada Denmark Finland France Germany Ireland Italy Luxembourg Luxembourg Luxembourg FR Luxembourg EN Netherlands Norway Spain Sweden United Kingdom Contact Us 1 (888) 823-9566 Contact Us 1 (888) 823-9566How We’re Different Our Culture Leadership Ken Fisher FAQs Awards Fees Performance In the News Becoming a Client Form CRS and Form ADV Talk to an adviser: (888) 823-9566 Request an Appointment What We Offer Annuity Conversion Financial Planning Portfolio Management Tailored Investment Approach Talk to an adviser: (888) 823-9566 Request an Appointment Your Retirement Investing for Retirement Retirement Planning 401(k) & IRA Tips Retirement Calculator 401(k) Calculator Retirement Guides The 15 Minute Retirement Plan 99 Retirement Tips The Definitive Guide to Retirement Income Download The 15-Minute Retirement Plan Read More Knowledge Center Topics 2020 Election Coronavirus Annuities Market Commentary Financial Planning Tips Podcasts Market Cycles MarketMinder Daily Commentary What We’re Reading Subscribe Download the new Stock Market Outlook Read More Calculators Investing Guides Careers Institutional Investors MarketMinder Locations United States Belgium Belgium Belgium NL Belgium FR Canada Denmark Finland France Germany Ireland Italy Luxembourg Luxembourg Luxembourg FR Luxembourg EN Netherlands Norway Spain Sweden United Kingdom Contact Careers About FI Locations Welcome to Fisher Investments Clearly Different Money Management ™ If you’re looking for an investment firm to support you during these volatile times, provide disciplined investing strategies and offer straightforward market perspective, then you have come to the right place. Let’s talk Top Rated Adviser FINANCIAL TIMES 2014 - 2020 Top US-Based Fee-Only Registered Investment Adviser INVESTMENT NEWS 2016 - 2019 Certified as a Great Place to Work GREAT PLACE TO WORK 2018 - 2020 Hot Topics 2020 Elections COVID-19 Podcasts Market Insights The Well-Read Investor Read Our Latest Market Commentary Featured Download Your Guide to Surviving Market Volatility Get your free guide Learn More ► Real Clear Markets No Matter How Georgia Goes, Golden Gridlock Is Here For Stocks Learn More ► In The News Cheer Vaccine Makers’ Breakthroughs, But Don’t Chase Their Stocks Read Now ► Markets From Bear to Bull What you should expect after the bear market Read Now ► MarketMinder Today in Brexit, Day 1,644 Read Now ► MarketMinder An Early Christmas Gift From Congress? Read Now ► MarketMinder The Key Financial Lessons From an Awful Year Read Now ► LinkedIn How To Think About The Stock Market With One Month Until The 2020 Presidential Election Read Now ► TheStreet The Stock Market and Economy: Still Separate Read Now ► Read More Trusted by 75,000 Clients Worldwide For over 40 years, we’ve helped clients down the path of reaching their financial goals.** We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you. Icon of person talking Proactive advice that keeps you informed Fisher Investments is an independent investment adviser currently managing $135 billion for individuals, families and institutions around the world.* Icon of tall building The same investment expertise as our institutional clients This means you get a more disciplined investment strategy and a higher level of service thanks to our roots as an institutional money manager. Speak to a Professional Contact Us Online 888-823-9566 Interested in a Career? Learn More What Services Do We Provide? We provide a tailored approach to investment management and financial planning that always puts clients first. This starts with a comprehensive assessment of your personal situation that informs your investment strategy and even considers important factors outside of your portfolio. If you own an annuity, Fisher Investments can analyze it and help you determine if it makes sense as a long-term investment for you. The result is a highly personalized approach consistent with your goals and needs. Portfolio Management We don’t sell cookie-cutter portfolios. We take the time to understand your individual goals and needs and build a tailored portfolio to help you meet your objectives. And we regularly check in on anything that may have changed. Learn More Financial Planning Unlike many firms that use complex financial plans to sell you pre-packaged, commission-based products, we give thorough attention to your comprehensive financial needs to determine the best recommendation for you. Learn More Annuity Assessment We often see clients who were sold an annuity that does not meet their greater financial goals. Often there’s a better way. We will review your annuity contract in detail to help you determine whether or not it’s right for you. Learn More Our Employees Drive Our Firm’s Success When you work with dedicated professionals who care about your well-being, it can help give you confidence and peace of mind. Our culture supports our commitment to provide unparalleled service that puts clients’ interests first . Learn more . 800+ STRONG WOMEN WORK AT FISHER INVESTMENTS 63% OF EMPLOYEES ARE LED BY WOMEN 60% OF OUR EXECUTIVES ARE WOMEN How Does Fisher Investments Differ From the Competition? Unlike many money managers who sell cookie-cutter portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments doesn’t sell high-commission investment products and earns no commissions on trades. We simply charge a management fee based on the size of your account— so we do better when you do better. Furthermore, you will have a dedicated Investment Counselor who calls regularly to keep you informed (not because we have something to sell). Fisher Investments: Tailors your portfolio to your goals and needs Calls regularly to keep you informed Never has hidden or layered fees Some Money Managers: Provide cookie-cutter portfolios Only call when they have something to sell Sell high-commission investment products What Is Our Investment Approach? VIDEO: How We Tailor a Portfolio for Each Client 1:40 minutes Watch the Video × VIDEO: How We Tailor a Portfolio for Each Client Return to Page We Tailor a Portfolio for You We begin by getting a deep understanding of your personal situation, goals and needs. We then determine the appropriate investment mix for you. Fisher Investments’ top-down process starts with how much to invest in stocks, bonds, cash or other securities—to maximize the likelihood of reaching your goals. We believe this decision has the biggest impact on your returns over time. From there, we emphasize parts of the market we believe will perform best, such as different countries and sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, global approach to portfolio management helps best capitalize on investing opportunities around the world. We Keep You on Track Importantly, our approach isn’t set it and forget it.” As a client, you’ll hear from us regularly to make sure your portfolio continues to serve your goals. We believe staying on the path to your goals is one of the biggest challenges facing investors today, which is why client service is a top focus. As a client, you’ll have a dedicated Investment Counselor who provides you regular, ongoing updates on the market and your portfolio. Learn More About Our Investment Approach As Seen in the Press Visit our press room More Information About Fisher Investments Account Size If you have $500,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial...