Pictured clockwise from top left: Steve Triplett, Ken Fisher, Damian Ornani, Andrew Teufel, and Jeff Silk.
Fisher Investments Background and Profile
Fisher Investments is an independent investment advisory firm based in Woodside, CA. The firm was founded by Ken Fisher in 1979 as a sole proprietorship, became a California corporation in 1986, and later restructured as Fisher Asset Management, LLC, a Delaware limited liability company doing business as Fisher Investments. Fisher Investments is a registered investment adviser with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Fisher Investments operates two primary business units. The Fisher Investments Institutional Group oversees assets for Fortune 500 companies, foundations and endowments, sovereign wealth funds, and governments globally. The Fisher Investments Private Client Group, founded in 1995, oversees assets for thousands of affluent individuals in the US and UK.
Fisher Investments’ services are marketed to investors in the UK by its wholly-owned subsidiary, Fisher Investments Europe Limited doing business as Fisher Wealth Management. Fisher Investments’ joint-venture affiliate, Grüner Fisher Investments GmbH, serves investors in Germany.
Fisher Investments Structure
Fisher Investments is structured to optimize the service we provide clients. We strive to accomplish this through specialization and effective communication between teams and departments, fostered through our open work environment.
The firm has two primary business units: Fisher Investments Private Client Group and Fisher Investments Institutional Group. Each primary business unit maintains dedicated business functions including client services, client operations, sales and marketing. Other functions serve both business units including research, trading and investment operations.
A Group Vice President is responsible for overseeing and ensuring the success of each business function, reporting to the Office of the President. The Office of the President is comprised of three Co-Presidents, Andrew Teufel, Steve Triplett, and Damian Ornani, who are collectively responsible for the day-to-day operations of Fisher Investments. The firm’s senior management team is made up of the Office of the President, as well as CEO Ken Fisher, and Vice Chairman Jeff Silk.
Functional business groups are further subdivided into smaller teams, managed by Team Leaders who report to a Group Vice President. For example, the Research Group has teams of Research Analysts reporting to one of several Research Team Leaders. The Client Services Group has teams of Investment Counselors who report to Client Services Team Leaders. In both cases, the Team Leaders report to their respective Group Vice President.
In addition, Fisher Investments has a group of Regional Vice Presidents who are seasoned professionals primarily responsible for meeting with prospective clients and explaining Fisher Investments’ approach, philosophy, and market views. Once a new client comes onboard, he or she is assigned a dedicated Investment Counselor responsible for handling day-to-day communications, and also serving as a liaison to the Investment Policy Committee. This is just one example of specialization at Fisher Investments—an attribute we believe brings value to the client relationship.
Finally, the Investment Policy Committee is comprised of Ken Fisher, Jeff Silk, and Andrew Teufel, who also serves as Director of Research. With over 75 years combined industry experience, the Investment Policy Committee is responsible for making all strategic investment decisions for the firm. The Investment Policy Committee works directly with the Research Group at the firm’s Woodside, CA headquarters.
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