Fisher Investments is a prominent global investment management firm with headquarters in California. They have over $140 billion in assets under management and serve a wide range of individual and institutional investors. Fisher Investments has been expanding across the United States, and recently established a presence in Columbia, South Carolina. In this article, we will provide an overview of Fisher Investments’ operations in Columbia and what they offer local investors.
Fisher Investments’ New Columbia Office
In 2021, Fisher Investments opened a new client service and sales office in Columbia, SC. This office is located at 1201 Main Street in downtown Columbia. According to Fisher Investments’ press release, the Columbia office will serve clients across South Carolina and support the firm’s ongoing growth on the East Coast. The Columbia team is led by senior executive vice president, Damian Ornani. Ornani brings decades of experience helping clients achieve their investment goals. Fisher Investments noted that the new Columbia office enables them to provide local service and advice to more South Carolina residents.
Investment Services Offered to Columbia Residents
From their Columbia office, Fisher Investments offers a range of investment services tailored to individual investors. These include:
– Financial planning – Fisher Investments works with clients to develop a comprehensive financial plan based on their investment timeline and risk tolerance. This helps guide investment decisions.
– Portfolio management – Fisher Investments will construct and manage a globally diversified portfolio of stocks, bonds, and other securities on clients’ behalf. Portfolios are customized and continuously monitored.
– Retirement planning – For investors saving for retirement, Fisher Investments helps develop retirement plans and portfolios designed to provide steady income in retirement.
– Tax management – Fisher Investments aims to implement tax-efficient strategies to help clients maximize after-tax returns.
According to its website, Fisher Investments seeks to provide world-class client service from its local Columbia office. Clients have access to a dedicated investment counselor and receive regular communications and reviews.
Fisher Investments’ Reputation and Track Record
Fisher Investments has over 85 years of investment industry experience. The firm invests using fundamental analysis techniques developed by founder Ken Fisher. Fisher Investments states that its strategies have produced strong returns over the long run. However, Fisher Investments’ aggressive marketing approach has also garnered some criticism over the years. The firm advertises heavily seeking new clients. Some clients have also complained about high fees and frequent turnover in their portfolios. But many investors in Columbia and beyond have benefitted from Fisher Investments’ global investment strategies and local client service.
The establishment of Fisher Investments’ Columbia, SC office demonstrates their continued nationwide expansion. Columbia residents now have access to Fisher Investments’ personalized investment management services. However, clients should closely review Fisher’s fees, strategies and past performance before investing.