Our unique top-down portfolio management process sets us apart from other investment management firms in that our focus is on macro decisions at the country and sector/industry level. We believe our process is uniquely suited for managing portfolios, in contrast with more "bottom-up" approaches of many competitors who may leave key sector or country decisions as passive residuals.
Fisher Investments considers environmental, social and governance issues in the investment and portfolio construction process. Further, we regularly screen and tailor our investment approach for separately managed accounts depending on any particular social and environmental guideline mandated by the client.
Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $123 billion under management.* Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 150 large institutions and over 75,000 high net worth individuals. Founder and Executive Chairman Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 6/30/2020)