Fisher Investments is an independent, fee-only investment adviser founded in 1979. We seek to provide investors with appropriate investment solutions, transparent fees, and exceptional service. Our clients include Fortune 500 companies, foundations, endowments, and high net worth investors.
Fisher Investments Private Client Group, established in 1995, serves thousands of individual investors with customizable portfolio solutions based on individual investment needs and objectives. Clients receive a dedicated contact available to provide portfolio insights, answer questions, and handle any operational needs. Clients also have access to a wide range of educational resources including quarterly reports, capital markets update videos, and exclusive in-person seminars held across the country each year.
Fisher Investments Institutional Group manages a variety of Global, Non-US, and US Equity strategies for over a hundred large institutions. Our strategies leverage both our top-down macroeconomic research as well as our fundamental stock selection process. Both private clients and institutional clients benefit from Fisher Investments’ global research platform, flexible investment approach, high-touch service model, and stable management team.
Founder, CEO, and Co-Chief Investment Officer Ken Fisher is a renowned innovator of investment theory and the author of several academic studies and finance books, including four New York Times best sellers. He popularized the now widely used Price to Sales Ratio, pioneered the identification of the Small Cap Value stock universe, and has contributed to the development of modern day portfolio theory. Ken Fisher has written Forbes magazine's "Portfolio Strategy" column since 1984 (and is the third longest–running columnist in the magazine’s 90-plus year history). Independent third party CXO Advisory Group ranked Ken Fisher a leading market forecaster among his peers—its “Guru Grades” evaluated Fisher’s public market predictions over the years.1 Investment Advisor recognized Ken Fisher on its prestigious IA-30-30 list as one of the industry's 30 most influential individuals in the last 30 years (Thirty for Thirty, May 2010), and again naming him to the IA25 list for 2011 (Kenneth Fisher, Fisher Investments: The Extended 2011 IA25 Profile).
Ken Fisher, along with Jeff Silk, Aaron Anderson, and Bill Glaser, make up the firm’s Investment Policy Committee (IPC). Fisher Investments’ Executive Management Team members include Ken Fisher, Jeff Silk, Damian Ornani and Steve Triplett. Directly supported by Fisher Investments' team of in-house research analysts, the IPC makes strategic investment decisions for both institutional and private client portfolio strategies. Fisher Investments is registered as an investment adviser under the Investment Advisers Act of 1940.
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1www.cxoadvisory.com/gurus. Based on a report completed in 2013 by CXO Advisory Group. The final report, titled “Guru Grades”, contains accuracy ratings for 68 forecasters collected over a period from 2005 to 2012 including market forecasts by Ken Fisher as published in Forbes. Ken Fisher's market forecasts in Forbes represent his personal forecasts of the overall market and are not an indication of the performance of Fisher Investments. Not all forecasts may be as accurate as those in the past. Investing in securities involves the risk of loss. Past performance is no guarantee of future results.
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