Fisher Investments is a large independent investment adviser managing over $197 billion in client assets. It was founded in 1979 by Ken Fisher and has over 4,200 employees worldwide. Fisher Investments manages money primarily for private clients, some high-net-worth individuals and also mid-sized institutions and 401k plans. It focuses on global money management across major asset classes. Some companies that are similar to Fisher Investments in terms of investment philosophies and strategies include Vanguard, T. Rowe Price, Principal and Eaton Vance.
Vanguard Group shares Fisher’s long-term investing approach
The Vanguard Group, with over $7 trillion in global assets under management, has a markedly long-term investment perspective like Fisher. Rather than trying to time the markets or trade in and out of positions, Vanguard stresses keeping costs low, diversification, and staying invested over long periods similar to Fisher.
T. Rowe Price aligned on focusing on client needs
Baltimore-based T. Rowe Price, with over $1.3 trillion under management, puts a priority on understanding client needs and goals when constructing customized portfolios, an approach Fisher Investments also embraces.
Principal Financial echoes Fisher’s active management
Principal Financial Group, an investment manager and insurance company based in Iowa overseeing $667 billion, utilizes active management across stocks and bonds to try generating alpha, an active approach Fisher also implements.
Eaton Vance takes a personalized approach to clients
Boston-based Eaton Vance, managing over $500 billion, stresses custom-tailored portfolios based on specific client circumstances, an approach that Fisher would agree is vital to long-term investing success.
In summary, some large investment management firms that have comparable investment philosophies and strategies to Fisher Investments include Vanguard, T. Rowe Price, Principal Financial and Eaton Vance. All focus on client needs, take a long-term perspective, utilize active management and personalize portfolios.