Fisher Investments

Fisher Investments is an independent, fee-only investment adviser founded in 1979 by Ken Fisher. With over 45 years of experience, the firm manages assets exceeding $332 billion for more than 185,000 clients globally.

The firm operates across three principal business units:

• US Private Client Group: Serving high-net-worth individuals and families in the United States, this group offers personalized investment management strategies tailored to each client's financial goals.
• Institutional Group: Catering to corporations, public and multi-employer pension funds, foundations, endowments, and other organizations, this unit provides comprehensive asset management solutions designed to meet the unique needs of institutional investors.
• Private Client International Group: Serving high-net-worth individuals and families outside the United States, this group offers investment management services tailored to the unique needs of international clients.

Fisher Investments' investment philosophy is grounded in the belief that free markets efficiently price securities based on supply and demand. To add value, the firm seeks out information that is not widely known or interprets widely known information uniquely.

The firm's commitment to research has led to several key developments:

• 1980s: Pioneered the use of the price-to-sales ratio in financial investment analysis, aiding in managing small capitalization portfolios for institutional investors.
• 1990s: Contributed to the recognition of distinct investment styles and cycles, forming the foundation for strategies for institutional clients.
• Late 1990s: Focused on behavioral finance to understand how investors use financial tools and make investment decisions, leading to practical applications in portfolio management.

As of June 2025, Fisher Investments and its affiliates operate in 16 offices worldwide, including locations in the United States, Europe, Asia, and Australia.

Locations

• Portland, OR, USA
• Camas, WA, USA
• Vancouver, WA, USA
• Gresham, OR, USA
• United States
• Europe
• Asia
• Australia

In June 2024, Fisher Investments announced that Advent International and a unit of the Abu Dhabi Investment Authority (ADIA) agreed to acquire a minority stake in the firm, valuing it at $12.75 billion. Ken Fisher continues to serve as the executive chairman and co-chief investment officer.

Fisher Investments' mission is to better the investment universe by providing personalized support, educational events, and a comprehensive approach to managing clients' portfolios with their financial goals in mind.