Investment Management Team

Our investment management team is composed of the Investment Policy Committee (IPC) and our Research Group. The IPC and Research Group interact closely to create, implement and continuously monitor our strategies. The IPC is responsible for all strategic investment decisions, and the Research Group is dedicated to all supporting efforts.


Investment Policy Committee

Fisher Investments' five-person IPC has more than 150 years of combined industry experience and collaboratively makes all of the firm's strategic investment decisions.

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Research Group

Our internal research department is comprised of investment professionals dedicated to aiding the Investment Policy Committee with Fisher Investments' portfolio management.

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About Fisher Investments

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $197 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 Private Client Group International, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 100,000 clients. 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 3/31/2022)