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Client-Focused Since our founding in 1979, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.

We separate service, sales and portfolio management roles to ensure you’re always working with someone focused in their area and on you. We believe this division of labor ensures you have our undivided care at every step of our relationship.

Investment Experience Fisher Investments’ five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 150 combined years of industry experience.

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Watch the Investment Policy Committee Leadership video View Transcript For the Investment Policy Committee Leadership video

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Investment Policy Committee Leadership The Investment Policy Committee is our five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The Investment Policy Committee has over 150 years of combined industry experience. Stability and longevity help build consistency with your investment strategy.

Learn More About Our Leadership Watch the Structured to Always Put Our Clients' Interests First video View Transcript For the Structured to Always Put Our Clients' Interests First video

Structured to Always Put Our Clients' Interests First When fees aren't aligned with your interests, your retirement goals could be put into jeopardy. That's why we believe clients deserve simplicity and transparency when it comes to fees they pay.

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A Client-Focused Culture Compared with other investment firms, we do things differently—not just to be different, but because it matters for our clients. We designed our entire business to provide superior service and minimize conflicts of interest.

Learn More Learn why 195,000 clients trust us to manage their money and how Fisher Investments and its affiliates may be able to help you achieve your financial goals.

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