Discover the Fisher Difference

Fisher is different than other money managers we truly focus on our client's interests first. The better we know you, the better we can tailor an investment strategy aligned to your personal situation and goals. Since we first began managing money in 1979, our goal has been to put clients like you first. For example, we separate service, sales and portfolio management roles to help ensure that you're working with someone specialized in their field and focused on you. We believe this division of labor helps ensure that you have our undivided care at every step of our relationship. As a new client of Fisher, you can expect a very specific, customized portfolio, along with a holistic view of your whole financial situation. We take a global approach to investing, allowing us to diversify risk while capitalizing on more investment opportunities than what may be available within just your home country. Our time tested, top down portfolio management approach starts by analyzing broad global economic, political, and sentiment factors. Then, using that analysis, we find opportunities across investment categories before narrowing down the specific securities that we believe will perform well moving forward. So while a bottom up investor seeks a needle in a haystack, we seek to target haystacks full of needles. That's the top down approach. We are not here to try and sell some sort of product or have other alternative motivations in what we're doing. We want to be the resource here that you can come to. So whether it's portfolio management or helping understand estate planning or different types of, tax planning strategies, to Social Security, to different Medicare options, every single decision that we make for our clients is because we truly believe it's what's best for them. We also believe an investment adviser's interests should align with your own. Fisher Investments as a fee only investment adviser, which helps align our interests with yours. We offer a simple advisory fee based on the size of the portfolio we manage for you. We don't earn commissions or sell products where you might find layered fees, kickbacks, and other add on fees that are rife in our industry. Simply put, we do better when you do better. To learn more about how we can help you achieve your long term investment goals, contact us at the number below. Thank you again for your interest. We know you have many money management options, and we appreciate your interest in learning more about how we can help you.