What Is Fisher Investments and Its Disciplined Investment Strategy

Fisher Investments is a global investment firm founded by Ken Fisher in 1979. Fisher Investments is known for its disciplined investment strategy, which focuses on long-term growth and income generation.

This strategy is built around a core investment philosophy that emphasizes the importance of research and due diligence. Fisher Investments' research-driven approach involves analyzing economic and market trends to identify areas of growth and potential opportunities.

Fisher Investments' investment approach is characterized by a long-term focus, with a typical investment horizon of five years or more. This allows the firm to ride out market fluctuations and capitalize on long-term trends.

By taking a disciplined and research-driven approach, Fisher Investments has established a reputation for delivering consistent results and helping clients achieve their long-term financial goals.

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Ken Fisher founded Fisher Investments in 1979 and served as CEO until 2016, when he was succeeded by Damian Ornani. Fisher remains active as the firm's executive chairman and co-chief investment officer.

Fisher Investments manages over $275 billion in assets for individual and institutional investors globally as of June 2024. The firm operates three principal business units: Fisher Investments Institutional Group, Fisher Investments Private Client Group, and Fisher Investments Private Client Group International.

In 1999, Fisher Investments incorporated Fisher Investments Europe Limited in London, and later expanded its US operations by opening offices in Vancouver, Washington; Plano, Texas; and Tampa, Florida.

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Fisher Investments' early beginnings date back to 1979, when Ken Fisher founded the company in Bellevue, Washington.

Ken Fisher had a passion for investing and began his career in the industry at a young age, starting with a small firm in 1975.

Fisher's experience in the industry and his innovative approach to investing laid the groundwork for the company's future success.

The company's early years were marked by steady growth, with Fisher's investment philosophy and strategy gaining traction with clients.

By 1984, Fisher Investments had grown to $100 million in assets under management, a significant milestone for the young company.

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Ken Fisher founded Fisher Investments in 1979 and served as CEO until July 2016, when he was succeeded by Damian Ornani.

Fisher remains active as the firm's executive chairman and co-chief investment officer. He has been instrumental in shaping the company's growth and success.

As of June 2024, Fisher Investments manages over $275 billion in assets for individual and institutional investors globally. This impressive figure reflects the company's commitment to providing top-notch investment services.

In 1999, Fisher Investments incorporated Fisher Investments Europe Limited in London, marking a significant expansion of the company's global presence.

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Fisher Investments takes a disciplined approach to investing, analyzing the global macroeconomic environment and market conditions to identify the most attractive investment categories.

Their time-tested strategy determines the mix of equities, fixed interest, and other securities to hold in your portfolio, which is tailored to your individual goals and risk tolerance.

Fisher Investments assesses each client's current financial situation and goals before creating a personalized investment strategy.

The company's Investment Policy Committee (IPC) regularly monitors economic conditions and market sentiment to devise new investment strategies and update existing ones.

Here's an overview of Fisher Investments' investment approach:

This approach helps ensure that your investment portfolio is aligned with your goals and risk tolerance, and is regularly reviewed and updated to adapt to changing market conditions.

Fisher Investments has a unique investment philosophy that sets it apart from other firms. They prioritize personalized service, tailoring each client's investment strategy to their individual goals.

Their approach starts with a thorough assessment of each client's current financial situation and objectives. This includes considering factors such as age, risk tolerance, current needs, and future goals.

Fisher Investments creates a customized investment strategy composed of stocks, bonds, or other securities. This strategy is regularly updated based on the firm's active management approach.

Their Investment Policy Committee (IPC) plays a key role in monitoring economic conditions and market sentiment to devise new investment strategies. This active management approach is a key differentiator for Fisher Investments.

Take a look at this: Fisher Investments Assets under Management

Here are the key principles of Fisher Investments' investment philosophy:

Fisher Investments is a fee-only firm, meaning they only make money by charging a percentage fee on the assets they manage. This structure is designed to maintain their fiduciary responsibility to always work in their clients' best interest.

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Fisher Investments takes a disciplined approach to investing, using a time-tested strategy that determines the mix of equities, fixed interest, and other securities to hold in your portfolio.

Their investment strategy involves analyzing the global macroeconomic environment and market conditions to identify the most attractive investment categories. This helps them select individual securities within those categories that fit your tailored investment strategy.

The company's investment team focuses on macroeconomic theme development, which aids security selection by identifying countries and sectors/industries that should outperform in the current market environment.

Fisher Investments' approach is top-down, meaning they consider the big picture before making investment decisions. This is in contrast to bottom-up approaches that focus on individual stocks.

Their Investment Policy Committee (IPC) regularly devises new investment strategies and updates existing ones based on economic conditions and market sentiment. This active management approach helps ensure your portfolio remains aligned with your goals and risk tolerance.

Here's a breakdown of their investment philosophy:

This approach is designed to increase the likelihood of delivering repeatable results, and it's what sets Fisher Investments apart from competitors.

Fisher Investments offers a range of investment portfolios, each with its own distinct characteristics.

Their investment structure is designed to be low-cost and efficient, with no loads or commissions charged to investors.

Fisher Investments is a unique blend of a product creator and a financial advisor, which can be problematic.

The firm's business model combines the creation of mass-market investment products with the provision of financial advisory services. This combination allows Fisher to charge financial advisor fees, which can be as high as 1.5% of clients' assets.

Fisher Investments operates and markets like a fund manager, which rarely charges fees this high. In fact, some high-quality fund managers with similar strategies charge less than 1%.

Ken Fisher, the founder of Fisher Investments, is the wealthiest financial advisor in the world, with a net worth of more than $8.1 billion. This speaks to the lucrative nature of the firm's business model.

However, this model can be misleading, and clients may expect more holistic advisory services than what they actually receive.

Fisher Investments has been in business for over 40 years, which speaks to its stability and longevity.

The company's founder, Ken Fisher, is an innovator in investment theory who wrote the Portfolio Strategist column for Forbes for 30+ years. This experience and expertise contribute to the firm's reputation.

Fisher Investments is a fee-only firm, meaning it only makes money by charging a percentage fee on the assets it manages. This fee structure is more likely to maintain its fiduciary responsibility to always work in your best interest.

Reviews about the company are mixed, with some good and some bad, which isn't uncommon for financial advisors.

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Fisher Investments offers a unique approach to portfolio management, focusing on a disciplined investment strategy that emphasizes long-term growth.

Their investment philosophy is built around the idea that the best way to achieve long-term success is through a consistent and disciplined approach.

Fisher Investments uses a quantitative approach to analyze and select investments, relying on a team of experienced investment analysts to make informed decisions.

This team-driven approach allows them to stay on top of market trends and make adjustments as needed to ensure optimal portfolio performance.

Fisher Investments' portfolio management strategy is designed to be low-cost and tax-efficient, aiming to minimize fees and maximize returns.

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Fisher Investments starts by assessing each client's current financial situation and goals. They create an investment strategy based on age, risk tolerance, current needs, and future objectives.

The strategy is composed of stocks, bonds, or other securities. Fisher Investments takes an active management approach, monitoring economic conditions and market sentiment to devise new investment strategies and update existing ones.

Their Investment Policy Committee (IPC) plays a key role in this process, making informed decisions to adjust investment strategies as needed. For example, if the IPC determines international equities are undervalued, they may decide to tilt growth strategies more heavily toward stocks outside of the U.S.

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Working with a financial advisor can be a straightforward process. Fisher Investments is designed for individuals with at least $50,000 to invest.

The new client process typically begins with a phone call to discuss investment goals and risk tolerance. Fisher Investments aims to understand their clients' needs and goals to provide personalized investment advice.

Fisher Investments has a distinct investment philosophy that focuses on value investing and a long-term approach. This means they look for undervalued companies with strong fundamentals.

The company's fee structure is based on the amount invested, with no minimum account size requirement. This means clients can start investing with a significant amount of money.

As you consider working with Fisher Investments, it's essential to understand their investment decision-making process.

Fisher Investments takes a personalized approach to investing, creating tailored asset allocations for each client based on their goals, risk tolerance, and current financial situation.

Their Investment Policy Committee (IPC) is responsible for monitoring economic conditions and market sentiment to devise new investment strategies and update their approach regularly.

Fisher Investments is a fee-only firm, meaning it only makes money by charging a percentage fee on the assets it manages, which aligns with their fiduciary responsibility to work in your best interest.

Here's a breakdown of the key factors that influence Fisher's investment decisions:

By considering these factors and taking an active management approach, Fisher Investments aims to help clients achieve their investment objectives.

Fisher Investments offers a range of investment options to suit different goals and risk tolerance levels. Their investment approach is based on a disciplined and systematic process that aims to deliver long-term results.

They offer a variety of portfolios, including a conservative portfolio with a focus on income generation and lower risk. This portfolio is suitable for investors who prioritize preserving capital over potential for growth.

Their investment options also include a range of international equity portfolios, which aim to provide broad exposure to global markets.

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Fisher Investments is known for its flexible approach to money management, which can help enhance returns and reduce risk by making forecasts and changing asset allocations accordingly.

This approach is different from the style of investing in many mutual funds or from money managers who tend to adhere to a static asset allocation and are unwilling or unable to make changes based on market conditions.

Ken Fisher, the founder of Fisher Investments, is an innovator in investment theory who wrote the Portfolio Strategist column for Forbes for 30+ years. His firm creates unique investment mixes for each client and frequently adjusts client portfolios based on the firm's constantly evolving market outlook.

Fisher Investments is a fee-only firm, meaning it only makes money by charging a percentage fee on the assets it manages.

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Investment products offer a range of options to suit different investment goals and risk tolerance.

High-yield savings accounts can earn around 2% interest, making them a low-risk option for short-term savings.

Certificates of Deposit (CDs) typically offer higher interest rates than traditional savings accounts, but require you to keep your money locked in the CD for a specified period.

Stocks and bonds can be traded on stock exchanges, providing liquidity and potentially higher returns, but also come with higher risks.

Exchange-Traded Funds (ETFs) track a specific market index, such as the S&P 500, and can offer diversification and lower fees compared to actively managed funds.

Mutual Funds pool money from multiple investors to invest in a variety of assets, spreading risk and potentially increasing returns.

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Fisher Investments charges an annual fee based on the total amount of assets it manages on your behalf. This fee structure is progressive and bracketed, similar to the U.S. tax system.

The first $1 million is charged at 1.25%, the next $4 million at 1.125%, and anything over $5 million at 1%. If you have a portfolio of $15 million, for example, you'll be charged 1.25% on the first $1 million, 1.125% on the next $4 million, and 1% on the remaining $10 million.

Here's a breakdown of the fees for a $15 million portfolio:

Your total annual fee would be $157,500 in this scenario. The company also charges $7-10 per trade, which is a pass-through commission that goes to its broker.

Fisher Investments is a fee-only advisor, meaning it only makes money based on the value of your assets. This means there's no conflict of interest, as the advisor's incentives are aligned with your goals.

Fisher Investments has a long history of providing investment services, with over 40 years of experience. They have a strong track record of managing and growing client portfolios.

Fisher Investments uses a proprietary investment approach that combines quantitative and qualitative analysis to identify undervalued companies. This approach has helped them achieve consistent returns for their clients.

Their investment performance is measured by the performance of their individual investment portfolios, which are tailored to meet the unique needs and goals of each client. Fisher Investments has a team of experienced investment professionals who work together to manage and grow client portfolios.

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Fisher Investments makes money by charging a percentage fee based on its clients' assets. This is known as a fee-only advisor model.

The fee is charged on the client's assets, not on the performance of the investment. This means that the client's fees will increase as their assets grow.

Fisher Investments' Investment Policy Committee (IPC) devises new investment strategies and updates existing ones regularly. This active management approach can help maximize returns.

However, the company does not publicly disclose its strategies' returns. This lack of transparency may be a concern for some investors.

To give you a better idea of how Fisher Investments makes money, here's a breakdown of the fee structure:

As you can see, Fisher Investments' fee structure is straightforward. But it's essential to understand how the company makes money before investing.

Fisher Investments has been helping clients achieve their investment objectives for over 40 years. Its founder, Ken Fisher, is a renowned innovator in investment theory.

The company's goal remains the same: to provide tailored solutions with a high degree of care and a transparent fee structure. Fisher Investments serves private clients, offering personalized asset allocations and active money management.

Fisher Investments creates unique investment mixes for each client, frequently adjusting client portfolios based on the firm's evolving market outlook. This approach allows the firm to stay ahead of market changes.

As a fee-only firm, Fisher Investments only makes money by charging a percentage fee on the assets it manages. This structure ensures the firm maintains its fiduciary responsibility to work in the client's best interest.