www.fisherinvestments.com
Open in
urlscan Pro
23.45.109.68
Public Scan
Submitted URL: http://www.fisherinvestments.com/
Effective URL: https://www.fisherinvestments.com/en-us
Submission: On November 30 via api from US — Scanned from DE
Effective URL: https://www.fisherinvestments.com/en-us
Submission: On November 30 via api from US — Scanned from DE
Form analysis 0 forms found in the DOM
Text Content
X
By continuing you agree to our privacy policy. California residents here.
22FC5B0B-A4EC-4985-A9EF-94269B50F21B D5AB5053-9729-48DC-BFE7-1DD0B296D2FA
7081E26A-9CE7-4FCB-BE74-A2FA6B5E1F0E 7F3372AF-C896-4062-916A-6C2C5234D09B Icon
for article summary 8AB4BD7D-7AC9-49FB-BE85-2C68FA08E565
F543922C-C097-4292-BA6C-A337016C5A47 ACF32132-BE0D-485B-90C2-0A0C78C199DA
C2C7D000-E097-40EC-A866-DFFAE228B1DA 5E3312C8-29BE-4690-8D0E-022F57A28720
location Phone 3E0371F9-4B0C-49F2-AEE6-A78753E8DFD3 icons/24/transcript X logo
B704F803-F647-470A-97EC-67D43EB1FE8F 5F584AAD-AA61-4CAC-8D0E-7A1F4A8C9338 Fisher
Investments External Star Users tune-variant
93169ADC-370E-4C67-8390-3DF913F068E0 Global Icon This strategy has SRI, ESG, or
Impact AUM
* Locations
* Careers
United States
* Back
* Selected Country/Region:
United States (English)
* North America
* Back
* North America
* * Canada
English
* United States
English
* United Kingdom
* Back
* United Kingdom
* * United Kingdom
English
* Europe
* Back
* Europe
* * Personal Wealth Management
* Belgium
Dutch French
* Denmark
Danish
* France
French
* Germany
German
* Ireland
English
* Italy
Italian
* Luxembourg
English French
* Netherlands
Dutch
* Norway
Norwegian
* Spain
Spanish
* Sweden
Swedish
* Institutional Investing
* European Union
English
* Australasia
* Back
* Australasia
* * Personal Wealth Management
* Australia
English
* Institutional Investing
* Australasia
English
* Asia
* Back
* Asia
* * Institutional Investing
* Japan
Japanese
Menu
Clear
SearchLoading
SearchSearch
* About Us
* Personal Wealth Management
* Business 401(k) Services
* Institutional Investing
Insights
Resources Library
Contact
*
*
* Back
* ABOUT US
Our investment experience, leadership and culture help us provide
world-class, client-focused service.
About Us
* Our Story
* Back
* Our Story
* Our History
* Our Culture
* Awards
*
* Leadership
* Back
* Leadership
* Executive Leadership
* Ken Fisher
* Investment Policy Committee
* Research Group
* Press Center
* Back
* Press Center
* Press Releases
* Facts and Figures
* The Fisher Difference
* Back
* The Fisher Difference
* Our Representatives
* Back
* Our Representatives
* * Back
* Form CRS & Form ADV
* Read Our Latest Insights
In the News
* Back
* PERSONAL WEALTH MANAGEMENT
We work with you to create a tailored investment portfolio designed to help
you achieve your financial goals.
Personal Wealth Management
* Financial Goals
* Back
* Your Financial Goals
* Retirement Planning
* Grow Your Wealth
* Preserve Your Wealth
* Manage Your Estate
* How We Help
* Back
* How We Help You
* Portfolio Management
* Financial Planning
* Annuity Evaluation
* Tailored Solutions
* How Were Different
* Back
* How We're Different
* Our Fiduciary Obligation
* Investment Approach
* Personalized Service
* Tailored Portfolios
* Performance
* Fees
* We Can Help You
Achieve Your Goals
Make an Appointment
Popular Resources
* Financial Planning
* MarketMinder - Market Commentary
* Free Investing Guides
* Back
* BUSINESS 401(K) SERVICES
We are one of the nation's largest investment advisers serving small and
mid-sized businesses.
Business 401(k) Services
* Get Started with Fisher
* Back
* Get Started With Fisher
* Upgrade Your Retirement Plan
* Start a Retirement Plan
* Why Fisher
* Employer Services
* Back
* Employer Services
* Investment Solutions
* Employee Services
* Administration Support
* Fiduciary Services
* Retirement Plans
* Back
* Retirement Plans
* 401(k) Plans
* 403(b) Plans
* Cash Balance Plans
* Who We Serve
* Back
* Who We Serve
* Non-Profits
* Small Businesses
* Governments
* Retirement Plan Advisers
* Referring Partners
* Retirement Plan Features
* Back
* Plan Features
* Roth
* Safe Harbor
* Profit Sharing
* Employer Matching
* Auto-Enrollment, Vesting, Eligibility
* See how your company’s 401(k) stacks up to industry peers.
Get your Scorecard
Popular Insights
* Calculating Plan Fees
* Investment Performance
* 401(k) Scorecard
* Tax Savings Strategies
* Administration Resources
* Back
* INSTITUTIONAL INVESTING
We serve a diverse group of institutional clients around the world including
pension funds, governments, foundations, endowments and more.
Institutional Investing
* Top Down Investment Process
* Back
* Top-Down Investment Process
* Security Selection
* Strategies
* Back
* Strategies
* Global Equity
* US Equity
* Global ex-US Equity
* Emerging Market Equity
* Fixed Income
* Long/Short
* Quant
* ESG
* Back
* Responsible Investing
* ESG Integration
* Corporate Engagement
* Affiliations and Initiatives
* Who We Serve
* Back
* Who We Serve
* Retirement Plan Advisers
* Financial Institutions
* Corporate and Public Plan Sponsors
* Foundations
* Sovereign Wealth Funds
* Participant Managed Accounts
* Back
* Participant Managed Accounts
* Portfolio Construction
* PRO Implementation
* QDIA Information
* Macro Insights
Read Now
Popular Insights
* Market Outlook and Insights
* Macro Minutes
* Defined Contribution Insights
* Back
* INSIGHTS
Gain valuable insights on current market topics and issues from our seasoned
team of investing professionals
Insights
* Market Commentary
* Back
* Market Insights
* MarketMinder - Daily Market Commentary
* Headlines
* In the News
* Ken Fisher in "The New York Post"
* Personal Wealth Management Insights
* Back
* Personal Wealth Management Insights
* Financial Planning
* Weekly Wrap-Up
* Small Business 401(k) Services Insights
* Back
* Small Business 401(k) Services Insights
* 401(k) Plan Optimization
* Plan Administration
* Tax Savings
* Institutional Investing Insights
* Back
* Institutional Investing Insights
* Macro Minutes
* ESG Insights
* Macro Insights
* Back
* RESOURCE LIBRARY
Get help navigating the constantly changing market landscape with our
articles and resources on popular topics.
Resources Library
* Personal Wealth Management Resources
* Back
* Personal Wealth Management Resources
* Retirement Planning Resources
* Free Investing Guides
* Small Business
* Back
* Small Business 401(k) Services Resources
* Plan Sponsor Toolkit
* Plan Administrator Resources
* CPA Resources
* Best 401(k) Providers
* Institutional Investing Resources
* Back
* Institutional Investing Resources
* Defined Contribution Resources
* ESG Insights
* General Resources
* Back
* General Resources
* Retirement Calculator
* Future Value Calculator
* Read Our Latest Market Outlook
Read Now
to main content
* A GLOBALLY RECOGNIZED, CLIENT-FOCUSED INVESTMENT ADVISER
> Serving individuals, families, businesses and institutions.
--------------------------------------------------------------------------------
Are you ready to start your journey to a better financial future?
Learn How We Can Help You
* A GLOBALLY RECOGNIZED, CLIENT-FOCUSED INVESTMENT ADVISER
> Serving individuals, families, businesses and institutions.
--------------------------------------------------------------------------------
Are you ready to start your journey to a better financial future?
Learn How We Can Help You
* A GLOBALLY RECOGNIZED, CLIENT-FOCUSED INVESTMENT ADVISER
> Serving individuals, families, businesses and institutions.
--------------------------------------------------------------------------------
Are you ready to start your journey to a better financial future?
Learn How We Can Help You
Play Carousel Pause Carousel
Slide 1 of 3
STRUCTURED TO ALWAYS PUT YOUR BEST INTERESTS FIRST
* Client Focused
* Investment Experience
* Top-Down, Global Investment Approach
* Independent
Client Focused
CLIENT FOCUSED
Since our founding in 1979, we’ve done things differently than other investment
firms—not just to be different, but because we believe it makes a difference for
our clients. We designed our business to always put our clients first.
We separate service, sales and portfolio management roles to ensure you’re
always working with someone focused in their area and on you. We believe this
division of labor ensures you have our undivided care at every step of our
relationship.
Investment Experience
INVESTMENT EXPERIENCE
Fisher Investments’ five-member Investment Policy Committee (IPC), supported by
a dedicated research staff, make all strategic investment decisions for client
portfolios. The IPC has over 150 combined years of industry experience.
Top-Down, Global Investment Approach
TOP-DOWN, GLOBAL INVESTMENT APPROACH
Our time-tested, top-down portfolio management approach starts by analyzing
broad global economic, political and sentiment factors. Using that analysis, we
find opportunities across investment categories before narrowing down to the
specific securities we believe will perform well moving forward.
Independent
INDEPENDENT
We’re privately held, which means we control our destiny and aren’t beholden to
shareholders or outside interests. In our view, our independence means we are
better able to do what’s best for our clients and think differently from many in
our industry.
TRUST WE HAVE EARNED
140,000
individuals, families, businesses and institutions around the world
$205 BILLION
assets under management
40+ YEARS
experience serving clients and helping them achieve their investment objectives
5,000
employees dedicated to your financial goals
Best Financial Advisory Firms USA Today 2023
Top US-Based Fee-Only Registered Investment Adviser InvestmentNews 2016 - 2023
Citywire 50 Growers Across America Citywire 2023
As of 9/30/2023. Includes Fisher Investments and its subsidiaries.
HOW WE CAN HELP
PERSONAL WEALTH MANAGEMENT
We help individuals and families achieve their goals with detailed financial
planning, tailored investment portfolios and proactive, high-touch client
service.
Wealth Management Services
SMALL BUSINESS 401(K) SERVICES
We offer customized solutions to simplify day-to-day 401(k) management
responsibilities for small- to medium-sized businesses, including navigating
recordkeeper and CPA relationships, managing retirement plan funds and much
more.
Business 401(k) Services
INSTITUTIONAL INVESTING
We have a long history of managing assets for some of the world’s largest,
most-prestigious institutions, including corporations, pensions, endowments,
sovereign wealth funds and many others.
Institutional Investing Services
INSIGHTS & MEDIA
All Business Lines
* All Business Lines
* Personal Wealth Management
* Business 401(k) Services
* Institutional Investing
Media Choice Media Choice Article Page Podcast Page Video Page More
Plan Administration What Is a 401(k) Fiduciary?
11/30/2023
Weekly Wrap-Up Fisher Investments Reviews: Last Week in Markets—November 20 –
November 24
11/30/2023
Market Analysis Don’t Judge a Country by Its Credit Rating, Italian Edition
11/30/2023
In The News The Fed Has a Story for You
11/30/2023
WatchInvestment Policy Committee Leadership Video
ForInvestment Policy Committee LeadershipView Transcript
Demonstrated Experience
INVESTMENT POLICY COMMITTEE LEADERSHIP
The Investment Policy Committee is our five-member portfolio management team
responsible for making strategic investment decisions in client portfolios. The
Investment Policy Committee has over 150 years of combined industry experience.
Stability and longevity help build consistency with your investment strategy.
Learn More About Our Leadership
Play Video Pause Video
WatchStructured to Always Put Our Clients' Interests First Video
ForStructured to Always Put Our Clients' Interests FirstView Transcript
STRUCTURED TO ALWAYS PUT OUR CLIENTS' INTERESTS FIRST
When fees aren't aligned with your interests, your retirement goals could be put
into jeopardy. That's why we believe clients deserve simplicity and transparency
when it comes to fees they pay.
Watch Now
Play Video Pause Video
A CLIENT-FOCUSED CULTURE
Compared with other investment firms, we do things differently—not just to be
different, but because it matters for our clients. We designed our entire
business to provide superior service and minimize conflicts of interest.
CONTACT US
Learn why 140,000 clients* trust us to manage their money and how we may be able
to help you achieve your financial goals.
*As of 9/30/2023
New to Fisher? Call Us.
(888) 823-9566
Contact Us Today
* ABOUT FISHER INVESTMENTS
ABOUT FISHER INVESTMENTS
* About
* The Fisher Difference
* Our Story
* Leadership
* Press Center
* In the News
* Our People
* PERSONAL WEALTH MANAGEMENT
PERSONAL WEALTH MANAGEMENT
* Personal Wealth Management
* Your Financial Goals
* How We Help You
* How We're Different
* INSTITUTIONAL INVESTING
INSTITUTIONAL INVESTING
* Institutional Investing
* Top-Down Investment Process
* Strategies
* ESG Investing
* Who We Serve
* Participant Managed Accounts
* BUSINESS 401(K) SERVICES
BUSINESS 401(K) SERVICES
* Small Business 401(k) Services
* Get Started with Fisher
* Who We Serve
* Employer Services
* Plan Features
* Retirement Plans
* CONTACT US
CONTACT US
* Contact Us
* Find a Location
* Find a Representative
* Press Inquires
* Careers
* Reviews, Awards and FAQs
* INSIGHTS
INSIGHTS
* Insights
* MarketMinder - Market Commentary
* Personal Wealth Management Insights
* Institutional Investing Insights
* Business 401(k) Insights
* RESOURCE LIBRARY
RESOURCE LIBRARY
* Resource Library
* General Resources
* Personal Wealth Management Resources
* Business 401(k) Resources
* Institutional Investing Resources
* LEGAL INFORMATION
LEGAL INFORMATION
* Legal Information
* Privacy
* Accessibility
* Disclosures
* Sitemap
* Form CRS & Form ADV
*
CONNECT WITH US
Call us at (888) 823-9566
Find Fisher Investments on social media.
*
* twitter
* Instagram Icon
*
*
* TikTok Icon
GET THE FISHER APP
Available for US customers only.
*
* Get the app on Apple App Store
Investing in securities involves a risk of loss. Past performance is never a
guarantee of future returns. Investing in foreign stock markets involves
additional risks, such as the risk of currency fluctuations.
©2023 Fisher Investments
YOU ARE NOW LEAVING THE FISHER INVESTMENTS WEBSITE.
You are now leaving FisherInvestments.com. Click Confirm to continue or click
Close to remain on this page.
Confirm Close
PRIVACY SETTINGS
The Fisher Investments group of companies uses cookies, small text files that
may be used to identify a user. Some cookies are required. Some are used to
generate site statistics, provide you with more relevant online ads, and
personalise content based on your preferences.
For more details on how we use cookies, please see our privacy policy.
{{contact_page_title}} | privacy policy
{{opt_in}}
{{opt_out}}
Accept All
Configure Preferences