Connecticut has a vibrant financial services industry centered in cities like Hartford and Stamford. Many asset management firms, investment advisors, hedge funds, private equity firms and more call Connecticut home. Fisher Investments is one such firm with a presence in the state.
Overview of Fisher Investments
Fisher Investments is a fee-only investment advisory firm founded in 1979. They manage over $197 billion for private clients, foundations, pensions and more across North America, Europe and Asia. Fisher offers personalized portfolio management services tailored to each client’s goals.
Fisher Investments Locations in Connecticut
Fisher Investments maintains offices in the towns/cities of Greenwich and Stamford. These locations allow them to serve clients across Fairfield County and surrounding areas. The Connecticut offices are part of Fisher’s larger Northeast US presence.
Investment Services Offered to Connecticut Clients
From their Greenwich and Stamford branches, Fisher Investments offers a range of investment management services to Connecticut residents. This includes retirement planning, 401k management, stocks, bonds and other securities tailored to each client’s investment objectives.
Considerations for Prospective Clients
Those interested in potentially working with Fisher Investments may want to inquire about account minimums, fees, areas of specialty and client testimonials. Comparing multiple firms in Connecticut can help investors find the right fit.
Fisher Investments maintains a strong presence in Connecticut from offices in Greenwich and Stamford. They offer personalized portfolio management to state residents seeking customized investment solutions.