Overview

Fisher Investments is an independent investment adviser serving individuals and institutions worldwide. It builds tailored portfolios by first learning each client's personal goals, time horizon, and financial situation, then selecting a mix of stocks, bonds, cash, and other assets to pursue income and growth while aiming to preserve capital for retirement. Revenue comes from management fees tied to assets under management, aligning the firm's interests with clients as portfolios grow. The firm differentiates itself with a strong focus on personalized, long-term service—putting clients' interests first and providing ongoing guidance through retirement planning. The goal is to help clients achieve financial goals and generate retirement income, with assets managed across private and institutional clients globally.

Significant Headcount Growth