Fisher Investments

Founded in 1979, Fisher Investments is an independent investment adviser that serves both individual and institutional investors. The company operates globally, with representatives in all 50 states in the U.S. and in 14 countries internationally. Fisher Investments manages over $135 billion in assets, including $88 billion for North American private investors, $31 billion for institutional investors, and $13 billion for European private investors as of September 30, 2020.

Fisher Investments differentiates itself through a personalized approach to investment management. The firm begins by gaining a deep understanding of each client's personal situation, goals, and needs. Based on this understanding, Fisher Investments tailors a portfolio that includes a mix of stocks, bonds, cash, or other assets to maximize the likelihood of achieving the client's financial goals.

The company prides itself on its culture, which emphasizes unparalleled service and putting clients' interests first. This commitment to client service is supported by a team of dedicated professionals who aim to provide confidence and peace of mind to their clients. Fisher Investments also takes a long-term view toward performance measurement, focusing on generating income and ensuring that clients' assets last throughout their retirement years.

Fisher Investments generates revenue through management fees based on a percentage of the assets under management. This aligns the firm's interests with those of its clients, as the firm's income grows when clients' portfolios grow.

Keywords: investment advisory, asset management, personalized portfolios, institutional investors, private investors, global presence, long-term performance, client-focused, financial planning, retirement income.