Fisher Investments is a global wealth management firm founded in 1979 by Kenneth Fisher. The firm provides investment management services to individuals, families, institutions, and small business retirement plans. Fisher Investments is headquartered in Plano, Texas, and has offices in the United Kingdom, Luxembourg, Ireland, Germany, and Australia.
Investment Philosophy
Fisher Investments’ investment philosophy is based on the belief that the stock market will go up over the long term. The firm’s investment strategy is designed to capitalize on this long-term trend by investing in a diversified portfolio of stocks. Fisher Investments uses a variety of research techniques to identify stocks that are undervalued and have the potential for long-term growth.
Investment Services
Fisher Investments offers a variety of investment services, including:
- Individual and family wealth management: Fisher Investments provides personalized investment management services to individuals and families. The firm’s advisors work with clients to develop a customized investment plan that meets their individual needs and risk tolerance.
- Institutional investment management: Fisher Investments provides investment management services to institutions, such as endowments, foundations, and pension funds. The firm’s institutional investment team has a deep understanding of the unique investment needs of institutional clients.
- Small business retirement plans: Fisher Investments provides investment management services for small business retirement plans. The firm’s retirement plan specialists can help businesses choose the right retirement plan for their employees and develop an investment strategy that meets their long-term goals.
Performance
Fisher Investments has a strong track record of performance. The firm’s investment portfolios have consistently outperformed the market over the long term. For example, Fisher Investments’ flagship mutual fund, the Fisher Global Growth Fund, has an average annual return of 10.2% since its inception in 1991.
Fees
Fisher Investments charges a variety of fees for its services. The firm’s fees are based on a percentage of assets under management. For example, the firm’s fee for individual and family wealth management is typically 1% of assets under management per year.
How to Invest with Fisher Investments
To invest with Fisher Investments, you can contact an advisor or open an account online. The firm’s minimum investment requirement for individual and family wealth management is $250,000.
Conclusion
Fisher Investments is a leading global wealth management firm with a strong track record of performance. The firm’s investment philosophy is based on the belief that the stock market will go up over the long term, and its investment strategy is designed to capitalize on this long-term trend. Fisher Investments offers a variety of investment services to individuals, families, institutions, and small businesses. The firm’s fees are competitive, and its minimum investment requirement is relatively low. If you are looking for a long-term investment partner, Fisher Investments is a company worth considering.
This article is for informational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.