Fisher Investments
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Fisher Investments Serves Individual Investors

Fisher Investments Private Client Group

World-class money management services for financially successful individuals looking for a personalized approach, global exposure, unparalleled service, and an experienced portfolio management team.

Private Client Group Background

Fisher Investments began offering personalized portfolio management directly to high net worth individuals in 1995. Today, the firm serves a global client base of diverse investors including over 100 large institutions and over 25,000 private clients. Founder and CEO Ken Fisher has written the Forbes "Portfolio Strategy" column since 1984, has authored 10 books (4 of which are New York Times bestsellers), and was named by Investment Advisor magazine as one of the 30 most influential industry individuals in the last 30 years (May 2010).

What You Can Expect From the Fisher Investments Private Client Group

  1. Personalization: Once your needs and objectives are understood, a personalized portfolio is created for you that may include stocks, bonds, cash, and/or exchange traded funds (ETFs).
  2. Global, flexible approach: Your portfolio will typically be invested in global markets and may be adjusted as your personal situation, your investment objectives, or our expectations for market conditions change.
  3. Unparalleled service: You will always have a dedicated point of contact at Fisher Investments who knows you by name and provides personal attention tailored to your needs.
  4. Ongoing education: You will have access to ongoing education about investing and our portfolio management approach through a series of live events, quarterly reports, books, websites, and more.
  5. Security: For your additional comfort and security, accounts are held at well-known, secure institutions specializing in asset custody, and your portfolio is accessible by you at any time.

HOW CAN WE HELP YOU?

Contact Fisher Investments for more information:

Phone: (800) 587-5512

Investor Resource

Investing in stock markets involves the risk of loss.