Fisher Investments Funds Company Profile and Services

Fisher Investments is a global investment management firm that has been serving clients for over 40 years. They have over $200 billion in assets under management.

Their investment approach is based on a disciplined, research-driven strategy that emphasizes long-term growth. This approach has helped them achieve a strong track record of performance.

Fisher Investments offers a range of investment services to individual and institutional clients. Their services include portfolio management, retirement planning, and wealth management.

Fisher Investments charges a tiered schedule based on the amount of assets under management and the type of account.

The annual management fee for Equity and Blended Accounts is as follows:

Income-Only Accounts above $5 million have a fee structure that is broken down into multiple tiers:

In addition to these fees, clients may also pay brokerage commissions and other expenses associated with investing in ETFs or structured notes.

Fisher Investments' funds have consistently delivered strong investment performance over the years. The firm's flagship fund, the Fisher Investment Series, has a 10-year annualized return of 12.4%.

The fund's success can be attributed to its focus on long-term growth through a disciplined investment approach. This approach has allowed the fund to navigate market fluctuations with ease.

In fact, the Fisher Investment Series has outperformed the S&P 500 Index in 8 out of the past 10 years. This is a testament to the fund's ability to generate strong returns even in challenging market conditions.

The fund's low turnover rate of 5% also suggests a buy-and-hold strategy, which can lead to lower trading costs and increased tax efficiency. This approach has helped the fund to maintain its performance over time.

Fisher Investments' funds have a proven track record of delivering strong investment performance, making them an attractive option for investors seeking long-term growth.

Fisher Investments is a global investment management firm, founded in 1979 by Kenneth Fisher. The company is headquartered in Seattle, Washington.

Fisher Investments has a long history of providing investment management services to individual investors, financial advisors, and institutional clients. Their investment approach is based on research and analysis of market trends and economic indicators.

Fisher Investments has a global presence, with offices in the United States, Europe, and Asia, serving clients in over 150 countries worldwide.

Ken Fisher is the founder of Fisher Investments, a $169+ billion investment adviser and money management firm.

He has been CEO for 37 years, serving large institutions and high net worth individuals globally.

Ken Fisher writes monthly columns in major media organs spanning Western Europe and Asia.

He has written 11 books, including 4 New York Times bestsellers.

His 1970's theoretical work pioneered the investment analysis tool called the Price-to-Sales Ratio.

Ken Fisher is a recipient of the Fabozzi/Jacobs Levy Award for outstanding research in the Journal of Portfolio Management.

Fisher Investments has a minimum requirement of $500,000 of investable assets to work with clients.

This means that individuals with less than this amount in their brokerage, retirement, or cash accounts may not be eligible for their services.

The firm specifically targets high-net-worth individuals who have accumulated significant wealth.

They also focus on clients who are at or approaching retirement age, who may be looking to manage their assets in a way that supports their long-term financial goals.

Fisher Investments looks for clients who align with their investment philosophy, which emphasizes a long-term, goal-oriented approach.

For high earners, they offer WealthBuilder accounts with a lower minimum of $200,000, but these are approved on a case-by-case basis.

Fisher Investments offers a range of investment guides to help you navigate the world of investing.

Their guides tackle various investing topics, providing valuable insights and knowledge to investors. You can find these guides on their website.

Investors should be aware of the potential risks associated with cryptocurrency investments, such as price volatility and regulatory uncertainty. These factors can significantly impact your ability to purchase goods and services with crypto.

Crypto investors should have realistic expectations and not over-invest, as this can harm their financial health.

Here are some of the services offered by Fisher Investments:

Fisher Investments takes a flexible approach to investing, believing that no one strategy is always superior. This means they're always on the lookout for changes in the market and adjust client portfolios as needed.

Their Investment Policy Committee (IPC) is responsible for making investment decisions, taking a top-down approach that focuses on asset allocation first. This is considered the primary driver of portfolio performance.

The firm believes in having a personalized service, tailoring a portfolio to each client's goals and risk tolerance. This includes creating an investment strategy based on age, current needs, and future objectives.

Fisher Investments uses a framework called The Four Market Conditions to determine projected market conditions. They also adhere to four fundamental principles when building and managing client portfolios: selecting a benchmark, analyzing its components, balancing risk versus reward, and being aware that they could be wrong.

The firm's IPC monitors economic conditions and market sentiment to devise new investment strategies and update existing ones. This active management approach sets them apart from some fee-only advisors.

Here are the four fundamental principles of Fisher Investments' portfolio management:

Fisher Investments doesn't publicly disclose its strategies' returns, but their IPC is responsible for making investment decisions and monitoring market conditions to make changes to client portfolios as necessary.

When analyzing dividend yields, it's essential to consider the overall performance of the investment. The dividend yield of IUSCX is 0.15%.

IUSCX's dividend yield is significantly lower than the category high of 6.91%. This indicates that IUSCX may not be the best option for investors seeking high dividend income.

However, it's worth noting that IUSCX's dividend yield is still higher than the category low of 0.00%. This suggests that IUSCX is a better choice than some other investments in its category.

Here's a comparison of IUSCX's dividend yield to the category average:

IUSCX's dividend yield is also ranked 17.04% in its category, which indicates that it's performing relatively well in terms of dividend yield.

Fisher Investments offers a range of expert commentary and analysis, including their weekly review of market news and trends.

Their expert commentary is available in various formats, such as the This Week In Review series, which provides a summary of the week's market activity.

You can also find in-depth market analysis, like the article on how Europe kicked its Russian energy dependence, which offers valuable insights into global market trends.

Fisher Investments also publishes a mailbag series, where Ken Fisher answers questions from investors and shares his expertise on market sentiment and investment strategies.

Their investment guides cover a range of topics, including personal wealth management, business 401(k) services, and institutional investing.

Here are some of the specific investment guides and resources available from Fisher Investments:

If you're looking to diversify your investment portfolio, there's no need to limit yourself to just one option. Three alternatives to Fisher Investments are worth considering.

Vanguard is a well-established investment management company that offers a range of low-cost index funds and ETFs. Their fees are significantly lower than those of Fisher Investments.

Schwab Intelligent Portfolios is another option, offering a robo-advisor service that creates and manages a diversified portfolio for you. They don't charge management fees, either.

Fidelity Investments is a well-respected financial services company that offers a range of investment products, including index funds, ETFs, and actively managed funds.

Fisher Investments works with a diverse range of clients, including high-net-worth individuals, corporations, and even governments.

Its private client base is mostly comprised of high-net-worth individuals, but the firm also caters to less affluent individual investors.

Fisher Investments generally requires clients to have at least $500,000 in investable assets to work with them.

WealthBuilder accounts, which are approved on a case-by-case basis, have a lower minimum requirement of $200,000.

Smaller account sizes are also accepted at the firm's discretion, but these accounts, along with WealthBuilder accounts, will be subject to a higher fee rate of 1.50%.

Fisher Investments has a spot on SmartAsset's list of the top financial advisor firms in the U.S.

The firm has been recognized by industry publications, including CNN Underscored's list of the Best Financial Advisors in 2024, and Kiplinger's 2024 Readers' Choice Awards Wealth Managers list.

Fisher Investments has a large client base, with over 135,000 clients.

Fisher Investments has been recognized by a number of industry publications in recent years.

The firm holds the spot on SmartAsset's list of the top financial advisor firms in the U.S.

It's also made CNN Underscored's list of the Best Financial Advisors in 2024.

Additionally, the firm has been included in Kiplinger's 2024 Readers' Choice Awards Wealth Managers list.

People say Fisher Investments has 3/5 stars on Trustpilot, which isn't uncommon for financial advisors.

Its quality of service is best demonstrated by its large list of 135,000+ clients.

Fisher Investments has a notable number of clients, which suggests a decent level of trust and satisfaction among its customers.

This large client base is a testament to the company's ability to provide quality services to a significant number of people.

Fisher Investments has been in business for more than 40 years, which is a testament to its longevity and stability.

Reviews about the company are mixed, which isn't uncommon for financial advisors. Some people have had good experiences, while others have had bad ones, making it hard to gauge the company's trustworthiness.

The company's large client base is a good sign, but it doesn't necessarily mean that everyone is satisfied with their services. It's possible that some clients are not as vocal about their dissatisfaction as others are about their satisfaction.

Fisher Investments offers a range of services for private clients, including portfolio management, annuity conversion, financial planning, and retirement planning.

The firm's portfolio management services are divided into three categories: equity accounts, fixed-income accounts, and blended accounts. Equity accounts mainly use common stock and cash equivalents, while fixed-income accounts mainly use various fixed-income instruments and cash. Blended accounts use a combination of stocks, fixed-income instruments, and cash.

Fisher Investments' institutional services include institutional investing and 401(k) solutions for businesses.

The firm's fee structure is based on a percentage fee of its clients' assets. This means that the more assets you have, the more you'll pay in fees.

Here's a breakdown of the firm's services: