Fisher Investments is a large investment management firm based in the United States that manages over $197 billion in assets for a wide range of clients. Fisher Investments specializes in managing money for high net worth individuals as well as large institutional clients like pensions, endowments and foundations. The firm is known for its global investment strategy and personalized client service. Fisher Investments has a diverse client base that includes retirees, business owners, executives and multi-generational families. The firm takes a customized approach to meet each client’s specific investing goals. Key aspects of Fisher Investments’ client services include portfolio management, financial planning, client education and 24/7 support.
Fisher Investments Caters to High Net Worth and Institutional Clients
Fisher Investments provides investment management services to high net worth individuals and large institutions. The firm’s minimum account size for individual clients is typically $500,000. Many of its individual clients are retirees and business owners with over $1 million in investable assets. On the institutional side, Fisher Investments manages assets for pensions, endowments, foundations, and other large pools of capital. The firm has a strong presence among public and corporate pension funds, managing money for organizations like the State of Michigan Retirement System. Fisher Investments’ combination of individual and institutional clients enables the firm to leverage its resources and global investment platform to benefit all clients.
Fisher Investments Clients Span North America, Europe and Beyond
While based in the United States, Fisher Investments has a highly diversified client base that extends well beyond North America. The firm serves clients across the United States, Canada, the United Kingdom, Europe, the Middle East, Latin America and Asia. Its international client base represents over 75% of assets under management. Fisher Investments’ wide global reach gives its investment committee perspective into various regional economies and markets around the world.
Fisher Investments Caters Its Services to Each Client’s Needs
Fisher Investments emphasizes providing personalized service tailored to each client’s specific circumstances and objectives. The firm’s advisors seek to understand each client’s unique goals, risk tolerance, time horizon and liquidity needs. Portfolios are constructed to align with each client’s investment plan. Beyond portfolio management, services like financial planning, retirement planning and generational planning help further customize the client experience.
24/7 Client Support and Ongoing Education
Fisher Investments provides complete support to clients around the clock. Clients have phone access to their dedicated portfolio management team as well as firm-wide specialists. The firm places a strong emphasis on educating clients at all stages. Fisher Investments offers publications, webcasts, guides, and other resources covering investing topics and strategies. The firm also provides ongoing market and portfolio commentary and analysis.
In summary, Fisher Investments caters to a diverse mix of high net worth individuals and large institutional investors across the globe. The firm is focused on understanding each client’s unique circumstances and goals in order to customize its services, including portfolio management, financial planning and 24/7 support. Fisher Investments’ global client base and resources allow the firm to meet the needs of different investors worldwide.