Fisher Investments: What Sets Us Apart

Founded in 1979 by Ken Fisher, Fisher Investments is an investment advisory firm that has been helping individuals and families achieve their financial goals for over 40 years. The company offers portfolio management and financial planning services for wealthy investors, with a focus on educating investors and providing tailored advice to meet their unique needs and goals. Unlike other money managers, Fisher Investments takes a dynamic, global approach to asset and style allocation, and provides regular communication and proactive service from dedicated Investment Counsellors. With a commitment to transparency and putting clients' interests first, the firm has grown to over 5,000 employees and 14 global offices, managing over $100 billion in assets.

Fisher Investments is a fee-only investment adviser

The company's unique business model and client service approach are centred on building a quality client-adviser relationship based on trust. Fisher Investments separates sales, client service, and portfolio management responsibilities, allowing employees to focus on their areas of expertise. This division of labour reduces conflicts of interest and directly benefits clients by giving them undivided attention and care.

As a fee-only investment adviser, Fisher Investments does not sell products for a commission. Instead, it offers simple, transparent fees that align with clients' interests and retirement goals. The fee structure is straightforward, making it easy for clients to understand the costs. This transparency ensures that clients know exactly what they are paying for and helps build trust.

The company's top-down investment approach is another key differentiator. Fisher Investments uses macroeconomic characteristics and their expected impact on different market areas to inform their asset allocation and selection. This strategy allows them to identify areas they believe will perform well and then select individual securities within those areas.

Fisher Investments is committed to providing a personalised experience. They take the time to understand their clients' goals, financial needs, health, family circumstances, and more. This personalised approach ensures that each client's portfolio is tailored to their unique needs and helps build confidence in the company's ability to put their clients' interests first.

With a focus on independence, client-first values, investment expertise, and a top-down investment strategy, Fisher Investments offers a unique and trusted service in the industry.

The company has a fiduciary responsibility to its clients

As a fiduciary, Fisher Investments is legally obligated to put its clients' best interests first. The company's founder, Ken Fisher, has always been focused on educating investors and empowering them to make better-informed decisions. This ethos is reflected in the company's fiduciary responsibility, which ensures that clients' interests are prioritized.

Fisher Investments' structure is designed to uphold this responsibility. The company separates sales, client service, and portfolio management responsibilities, allowing employees to specialize and provide undivided attention and care to clients. This division of labor also reduces potential conflicts of interest.

The company's Investment Policy Committee (IPC), with its extensive industry experience, further ensures that clients' interests are served. The IPC monitors global economic, political, and sentiment drivers to inform strategic decisions for client investment portfolios. Fisher Investments also offers personalized wealth management strategies, tailoring plans to help each client meet their long-term investing goals.

The company's fee structure also demonstrates its commitment to transparency and alignment with client interests. Fisher Investments is a fee-only investment advisor, meaning its simple, transparent fees are not commission-based. This structure ensures that the company's interests are tied to those of its clients, as the company does better when its clients do better.

Additionally, Fisher Investments provides proactive and regular communication with clients. Investment counselors are assigned to keep clients informed about their portfolios and provide updates during all market conditions. This open line of communication helps clients stay on track with their long-term plans.

In summary, Fisher Investments' fiduciary responsibility is at the core of its business model. The company's structure, experienced personnel, personalized strategies, transparent fees, and proactive client communication all work together to ensure that clients' interests are always prioritized.

It offers a unique, top-down investment approach

Fisher Investments offers a unique, top-down investment approach that sets it apart from other money managers. This approach is critical to the success of its clients' investments.

The top-down investment approach adopted by Fisher Investments involves first analysing global economic, political, and sentiment drivers to forecast market conditions and develop investment themes. This is done by the Investment Policy Committee (IPC), which has over 150 combined years of industry experience. By adopting this approach, Fisher Investments can identify and take advantage of the best investment opportunities.

The IPC monitors global economic, political, and sentiment drivers to forecast market conditions and make strategic decisions for client investment portfolios. This is in contrast to other money managers, who may offer cookie-cutter portfolios or strategies based on a single style of investing. Fisher Investments' dynamic, global approach to asset and style allocation results in tailored portfolios for each client.

The top-down approach allows Fisher Investments to interpret information differently and find global investing opportunities that other money managers may overlook. This approach is made possible by the firm's independence, which enables it to think unconventionally and act in the best interests of its clients.

In addition to its unique investment approach, Fisher Investments is also committed to providing excellent client service. The firm prioritises transparency and proactive communication, keeping clients informed even during turbulent market conditions.

The business model is focused on client education

Fisher Investments is a different kind of investment firm. The company was founded by Ken Fisher in 1979 with the aim of educating investors and making them better-informed consumers. Fisher Investments is focused on client education and offers a unique business model and client service approach.

The company's business model is centred on the belief that educating investors is key to building a better type of business. This involves not just pioneering new capital markets ideas, but also providing a unique business model and client service approach. Fisher Investments is legally obligated to put its clients' best interests first, and the company believes that trust is key to a quality client-adviser relationship.

To create client portfolios, Fisher Investments uses a top-down approach that emphasizes broader economic factors before selecting individual securities. The firm's strategy determines the allocation and selection of assets based on macroeconomic characteristics and their expected impact on different areas of the market. This approach allows Fisher Investments to identify and take advantage of the best investing opportunities and create tailored portfolios for its clients.

The company's structure and values are designed to put clients' interests first. Fisher Investments separates sales, client service, and portfolio management responsibilities, allowing employees to develop breadth and depth in their areas of expertise. This division of labour reduces conflicts of interest and directly benefits clients by giving them undivided attention and care at every step of the relationship.

Fisher Investments also offers personalized wealth management strategies, with the ability to devise a tailored plan to help each client meet their long-term investing goals. The company's Investment Policy Committee has over 150 combined years of industry experience and monitors global economic, political, and sentiment drivers to forecast market conditions and drive strategic decisions for client investment portfolios. This time-tested, top-down investment approach is critical to the investing success of its clients.

Fisher Investments is independent of Wall Street

Fisher Investments is a different kind of investment firm. Unlike many of its competitors, it does not come from Wall Street, and it is proud to do things differently. Fisher Investments is independent and fee-only, serving private clients, small- to mid-sized businesses, and institutional investors globally.

The company's difference starts with a focus on doing what is best for its clients. Fisher Investments believes that its clients' peace of mind about their futures is paramount. For over 40 years, the company has worked in its clients' best interests by thinking and acting independently. Its personalized approach, commitment to serving its clients, and its investing experience make it unique in the industry.

Fisher Investments is one of the world's largest independent, fee-only investment advisers. It is privately held, which means it controls its own destiny. In its view, its independence enables it to think unconventionally and helps it do what's best for its clients. Unlike some money managers, Fisher Investments has no incentives to sell commission-based financial products. Its simple, transparent fee aligns its interests with its clients' interests.

The company's founder, Ken Fisher, has always been looking for ways to think differently about the investment environment. This includes pioneering new capital markets ideas, such as the price-to-sales ratio, and a unique business model and client service approach. Fisher Investments uses a top-down approach that emphasizes broader economic factors before selecting individual securities. The strategy determines the allocation and selection of assets based on macroeconomic characteristics and the expected impact on different areas of the market.

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