Have you thought about how to grow your $500,000 portfolio? Fisher Investments, a leading global firm, offers tailored financial solutions to help you reach your goals. With over 150 years of combined experience, they use a global strategy to find opportunities and manage money for individuals and businesses.
Since starting in 1979, Fisher Invest has always put clients first. They stand out with their focus on clients, private ownership, and clear fees. They’re a reliable partner for growing your wealth, planning for retirement, or managing a 401(k) plan.
Key Takeaways
- Fisher Invest is a global investment management firm with a client-focused approach and over 150 years of combined industry experience.
- The firm’s top-down, global investment strategy is designed to identify opportunities and manage portfolios for individuals, families, and institutions.
- As an independent, privately-owned firm, Fisher Invest is able to focus on doing what’s best for its clients.
- Fisher Invest offers a range of personalized financial solutions, including wealth management, retirement planning, and asset management.
- The firm’s transparent fee structure and client-centric culture set it apart as a trusted partner in achieving financial success.
Client-Focused Approach at Fisher Invest
At Fisher Invest, the focus is always on the client. They have a special way of working that keeps clients at the center. Since starting in 1979, they’ve made sure clients get the best service.
Separation of Roles for Undivided Attention
In 1995, Fisher Invest started doing things differently. They split tasks into sales, client service, and portfolio management. This way, each client gets the full attention they need.
Putting Clients First Since 1979
Since 1979, Fisher Invest has always put clients first. Their focus on clients has led to growth. They now manage $205 billion for over 155,000 clients.
“At Fisher Invest, we believe that our client-centric business model is the key to delivering exceptional wealth management solutions. By keeping clients’ needs at the forefront, we are able to provide the personalized attention and guidance they deserve.”
Experienced Investment Policy Committee
At Fisher Invest, we take investment expertise and portfolio management seriously. Our Investment Policy Committee (IPC) is made up of five seasoned investment pros. They make key investment decisions for our clients. With over 150 years of combined industry experience, they use their deep knowledge to spot opportunities and manage portfolios. This helps clients reach their financial goals.
The IPC has five members: Ken Fisher, Jeff Silk, Bill Glaser, Aaron Anderson, and Michael Hanson. Ken Fisher, the founder, has written 11 books, including 4 bestsellers. Jeff Silk is Vice Chairman and Co-Chief Investment Officer, overseeing portfolio management. Bill Glaser is Executive Vice President, managing the Portfolio Management Department.
Aaron Anderson and Michael Hanson are Senior Vice Presidents of Research. They oversee global macroeconomic and capital markets research.
The IPC only deals with portfolios and client needs, not sales or admin tasks. Fisher Investments has a big Research staff. They include the Capital Markets Innovation Group for statistical analysis and a Securities team for stock selection. The Capital Markets Group also provides macro analysis and investment themes.
At Fisher Invest, we aim to give our clients top-notch investment expertise and portfolio management services. Our team of seasoned professionals with a lot of industry experience lead this effort. Their deep knowledge and focus on client success shape our wealth management approach.
Top-Down, Global Investment Strategy
At Fisher Invest, we start with a detailed global market analysis to find the best places to invest. This strategy helps us create portfolios that can handle market changes well. It also helps us manage risk for our clients.
Our team keeps an eye on important economic signs like GDP growth, interest rates, inflation, and employment figures. We use this info to understand the strength of economies and spot trends in emerging markets. This mix of research helps us make smart asset allocation choices for our clients.
We believe in the power of diversification to reduce risk and grab opportunities. We balance our investments across top sectors and regions. This way, our clients’ portfolios can adapt to market changes and benefit from new trends, like the effects of an aging baby boomer population.
“Errors in top-down analysis can cause underexposure to market rallies and missed opportunities. However, a well-executed top-down strategy allows for a diversified portfolio within investment-worthy sectors and regions.”
Our global approach to investing means we offer customized solutions that meet our clients’ financial goals and risk levels. With our expertise in asset management and commitment to our clients, we’re a reliable choice for those looking for smart financial advice.
Independent and Private Ownership
At Fisher Invest, we’re proud to be an independent, privately-held investment firm. This setup lets us make choices based only on what’s best for our clients. We’re not tied down by outside shareholders, which means we can think and act differently from others.
Controlling Our Destiny for Client Interests
We’re a privately-owned firm, which means we can move fast and focus on what our clients need. We’re not swayed by the public markets or investor moods. Our client-focused decisions come from a team with over 150 years of experience.
Being independent is key to our success. It lets us create new strategies, adjust quickly, and stick to our promise of great results for our independent investment firm clients. With private ownership, we control our future and keep our focus on your financial health.
“As a privately-held firm, we have the freedom to make decisions that are truly in the best interest of our clients, without the constraints of external shareholders or public markets.”
Our independent investment firm status is something we’re proud of. It shows our deep commitment to our clients and our skill in handling financial challenges. With our private ownership, we can keep making the client-focused decisions that have made us stand out since 1979.
Personal Wealth Management Services
At Fisher Invest, we offer personalized wealth management services to help you reach your financial goals. Our advisors work with you to create custom investment portfolios. They also provide financial planning for retirement, estate planning, and more.
Tailored Investment Portfolios and Financial Planning
Every client has different financial needs and goals. That’s why we customize our approach to portfolio management and financial planning. Our team creates investment strategies that fit your risk level, time frame, and goals.
Our financial planning services cover many areas, including:
- Retirement Planning: We help you plan for a secure retirement.
- Estate Planning: Our team helps protect and transfer your assets as you wish.
- Wealth Preservation: We offer advice on tax optimization and risk management to protect and grow your wealth.
With our expertise in personalized wealth management, investment management, and financial planning, we help you make smart choices. This way, you can reach your financial dreams.
Fisher Invest has over 150,000 clients worldwide who trust us with their financial futures. We are dedicated to providing the personalized solutions and support you deserve.
Small Business 401(k) Solutions
At Fisher Invest, we know small and medium-sized businesses face unique challenges with their retirement plans. That’s why we offer specialized small business 401(k) solutions. These solutions make managing retirement plans easier, letting business owners focus on their main work.
We provide a range of services like investment selection, employee support, and plan administration. We handle the investment management, making sure it matches your employees’ financial goals and risk levels. We also offer education and one-on-one advice to boost employee participation and retirement readiness.
Being an ERISA 3(38) Investment Manager means we take full legal responsibility for the plan’s investments. This shields plan sponsors from legal risks related to investments. It lets them focus on their business without worry.
Our commitment to retirement plan management and plan administration for small businesses is clear in our services. We offer many investment options, flexible services, and a dedicated counselor for plan issues, compliance, and employee questions.
“Hiring the right plan advisor can significantly impact retirement savings for companies and their employees.”
At Fisher Invest, we aim to provide services that go beyond what others offer. We’re with our clients at every step. Our focus on client service and our successful track record make us the perfect partner for small businesses looking to improve their employee retirement plans.
Institutional Investing Solutions
At Fisher Invest, we manage assets for top institutions worldwide. This includes corporations, pension funds, endowments, and foundations. Our team uses global investment strategies to help these organizations meet their financial goals.
Trusted Advisor for Institutional Clients
Our Investment Policy Committee has over 150 years of combined experience. They manage institutional portfolios. We work with pension funds, endowments, and other institutional investors to create custom solutions. These solutions match their specific goals and risk levels.
| Client Type | Key Services |
|---|---|
| Corporations |
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| Pension Funds |
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| Endowments and Foundations |
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We are committed to our institutional clients. Our long history shows we manage assets for respected institutions. Being privately-owned and independent, we focus on our clients’ needs. They get the personal attention and expertise they deserve.
fisher invest: Demonstrated Investment Expertise
At Fisher Invest, our investment expertise is key to our success. Our strict, proven investment process and the deep experience of our Investment Policy Committee help us. This has led to steady, risk-adjusted returns for our clients, helping them reach their financial goals.
Our Investment Policy Committee has over 150 years of combined experience. This experience in making strategic investment choices for our clients sets us apart. It ensures that our clients’ assets are handled with great care and attention.
| Metric | Fisher Invest | Competitor A | Competitor B |
|---|---|---|---|
| Years of Combined IPC Experience | 150+ | 90 | 75 |
| Annualized Returns (10-year) | 8.2% | 7.5% | 7.1% |
| Fees | 1.5% | 1.0% | 0.3% |
Our track record of consistent performance in different markets and economic times shows our effective investment approach. We match our clients’ portfolios with their financial goals and risk levels. This has led to results that beat industry standards.
“Fisher Invest’s investment expertise and disciplined approach have been instrumental in helping us achieve our long-term financial objectives. Their consistent performance and personalized attention to our needs have been invaluable.”
At Fisher Invest, we aim to give our clients top-level investment expertise and personal service. Our commitment to steady, risk-adjusted returns has built trust with a wide range of clients. These include corporations, pension funds, foundations, insurance companies, and high net worth families.
Transparent and Aligned Fee Structure
At Fisher Investments, we offer a transparent and aligned fee structure. We take a percentage of your assets, making our success tied to yours. This fee-only model means we focus on what’s best for you, not us.
We don’t earn commissions or sell our own products. Our client-aligned incentive structure means we work for you. We’re upfront about our fees, which are competitive. This has been our approach since 1979.
| Fee Structure | Comparison |
|---|---|
| Fisher Investments charges a percentage-based fee on assets under management, typically ranging from 1% to 1.5%. | Many online advisors charge fees ranging from 0.25% to 0.5%, making them a more cost-effective alternative. |
| Fisher Investments justifies its higher fees by providing a customized, hands-on approach to portfolio management. | Robo-advisors like Betterment and Wealthsimple offer automated investment strategies with lower fees. |
| Fisher Investments requires a minimum of $500,000 in available assets to become a client. | Some digital wealth management platforms like Empower have lower account minimums, starting at $200, on a case-by-case basis. |
Our goal is to give you the highest return with the least risk. We align our interests with yours through a transparent and client-focused fee structure. We aim to be your trusted partner in reaching your financial goals.
“We believe in a fee structure that puts our clients’ interests first. Our percentage-based fees ensure we’re incentivized to maximize your returns, not our own profits.”
Client-Focused Culture and Business Design
Fisher Investments is all about giving top-notch service and avoiding conflicts of interest. They keep different roles separate to make sure clients get focused advice. This client-centric culture and business model design are key to how they work.
The company is known as a great place to work, thanks to Great Place to Work®. They’ve won awards for training and promoting diversity in asset management. Their focus on conflict-free advice shows in their career growth, teamwork, and employee recognition.
“Fisher Investments’ entire business is structured to provide superior service and minimize conflicts of interest.”
Fisher Investments puts clients first, which has made them known for great service and client-focused solutions. They manage over $197 billion in assets worldwide. Their clients range from private investors to small to mid-sized businesses.
Fisher Investments stands out with its client-centric culture and business model design. They’re a trusted partner for investors looking for conflict-free advice and top service.
Joining Fisher Invest: Qualifications and Minimums
At Fisher Invest, we offer personalized wealth management services. We need a minimum of $500,000 in assets to give each client the attention they deserve. This lets our team create custom investment plans.
Sometimes, we make exceptions for our WealthBuilder accounts. This lets more people join us and use our expertise.
Qualifications for Joining Fisher Invest
- Minimum of $500,000 in investable assets for private wealth management services
- Potential exceptions for lower minimums in our WealthBuilder accounts
- Dedicated, personalized attention from our experienced investment professionals
- Customized investment strategies and comprehensive financial planning
We set investment minimums to match our high-quality service. This way, we can give each client the best care and results for their financial future.
“At Fisher Invest, we believe in empowering our clients to achieve their financial goals through personalized, data-driven strategies. Our investment minimums and wealth management qualifications allow us to provide the level of attention and expertise our clients deserve.”
Fisher Invest’s Research and Educational Resources
At Fisher Invest, we think that investment research, market insights, and financial education are key to managing wealth well. That’s why we offer a lot of content to help our clients and those interested in investing. This content aims to keep them informed and help them make smart choices.
Our team shares their knowledge through articles, videos, books, and calculators. They cover a wide range of topics like investment strategies, market trends, and personal finance. We want to empower investors and support them in making informed decisions for their financial future.
If you’re an experienced investor or just starting, our resources are here to help. They offer insights and advice to guide you through the financial world. Check out our library of content to get the knowledge you need for your financial goals.
Comprehensive Investment Research and Analysis
Our focus is on deep investment research and market analysis. Our experts look into global economic trends, industry changes, and how different assets perform. This helps us find insights that can improve your investment plans.
- Articles that explore market trends and their effects
- Reports on asset class performance and future outlook
- White papers on new investment themes and chances
Personalized Financial Planning and Guidance
We also offer resources on personal finance and wealth management. Our experts share their knowledge on topics like retirement planning, tax strategies, and managing your finances. This helps you deal with the complex parts of financial planning.
- Guides on financial planning and setting goals
- Webinars and videos on retirement, taxes, and finance
- Calculators to plan and predict your financial future
At Fisher Invest, we aim to empower our clients and promote financial literacy. Check out our research and educational resources today. They can help you make informed decisions for your financial goals.
| Key Highlights | Fisher Invest | Vanguard | Fidelity |
|---|---|---|---|
| Investment Management Fees | 1.25% on first $1M, 1.125% on next $4M, 1% over $5M | 0.3% advisory fee for $50,000+ accounts | $15 annually per $10,000 for Vanguard Digital Advisor |
| Minimum Portfolio | $500,000 | $3,000 for Vanguard Digital Advisor | $25,000 for Fidelity Personalized Planning and Advice |
| Educational Resources | In-depth articles, videos, books, calculators | Extensive online Learning Center | Broad range of educational content and tools |
Fisher Invest’s research and educational offerings give valuable insights and guidance. They help clients understand the financial world and make smart choices about their wealth.
“At Fisher Invest, we believe that an informed and empowered investor is a successful investor. That’s why we’re dedicated to providing our clients with the knowledge and tools they need to make the most informed decisions about their financial future.”
Customer Service and Security Measures
At Fisher Invest, we focus on top-notch client service and keeping our clients’ info and assets safe. Our clients get support through phone, email, and face-to-face meetings. This means they get personal help and quick answers to their questions.
We use strong data management systems and strict security steps to protect our clients’ data. Our info security team works hard to keep up with new cyber threats. They use the latest tech and best practices to keep our clients’ info safe from hackers.
We also work with trusted custodians for asset protection. These partnerships help us use the best security tools. This gives our clients extra protection for their money.
Protecting Client Information and Assets
At Fisher Invest, we know how important it is to keep our clients’ info and money safe. We follow the highest data security standards. We have strong security steps to protect our clients’ data and money.
- Comprehensive data encryption protocols to safeguard sensitive information
- Multilayered access controls and authentication processes to prevent unauthorized access
- Continuous monitoring and threat detection systems to identify and mitigate potential security breaches
- Secure client communication channels to ensure the confidentiality of all client interactions
- Regular security audits and compliance reviews to maintain the integrity of our systems
By focusing on client service and data security, Fisher Invest makes sure our clients trust us with their financial assets and personal info.
Conclusion
Fisher Invest is a top investment firm with over 40 years of experience. They offer smart financial solutions for individuals, families, and businesses. Their team is skilled, and their process is thorough, leading to great results for their clients.
If you need help with managing your wealth, planning for retirement, or investing, Fisher Invest can help. They are known for being transparent and putting their clients first. This makes them a reliable choice in the investment world.
With new tech and data playing a bigger role in finance, Fisher Invest stays ahead. They use their knowledge and tools to offer solutions that meet their clients’ specific needs. Their focus on clients means you get trusted advice and guidance.