Features

The Private Client Group was established in 1995 to deliver superior personalized service to high net worth individuals. Today, Fisher Investments manages billions of dollars for clients in all 50 states, Canada, and the UK. In addition, the firm’s affiliate, Grüner Fisher Investments GmbH* provides portfolio management to investors in Germany.

As a member of the Investment Policy Committee (IPC), Ken Fisher personally directs the firm's investment strategy and capital management philosophy. The IPC is a centralized decision-making body with over 60 years of combined money management experience. Fisher Investments builds an investment portfolio for each client suited to meet individual needs based on investment objectives, time horizon, cash flow requirements, outside holdings and tax status, among other factors.

Each client is offered the highest level of investment services through a team of investment professionals personally assigned to handle clients' needs on a day-to-day basis. As a primary point of contact, a dedicated Investment Counselor (IC) serves as a liaison to the IPC, communicating key issues and keeping clients updated on the market, economy and positioning of the portfolio.