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Fisher Investments is a respected investment management
company. The business is serving the needs of
investors demanding superior performance, low
fees and exceptional service. Its clients include
Fortune 500 companies, foundations and endowments,
as well as thousands of high net worth investors.
Unlike many money management firms who typically
have little contact with individual investors,
Fisher Investments' Private Client Group was specifically
created to allow its investment management company
to deliver institutional-level capabilities to
high net worth individuals.
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Kenneth
L. Fisher, noted Founder, CEO and Chief Investment
Officer, is the author of several finance books
and academic studies, and a renowned innovator
of investment theory. He engineered the widely
used Price to Sales Ratio, pioneered the identification
of the Small Cap Value stock universe and has
contributed to the development of modern day portfolio
theory. Ken has written Forbes magazine's "Portfolio
Strategy" financial investment column since
1984 (and is the sixth longest-running Forbes
columnist ever). During his many years as CIO
of our investment management company and market
commentator, he has distinguished himself by making
numerous, accurate market calls - often in direct
opposition to Wall Street's consensus forecast.
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Fisher
Investments is registered as an investment adviser
under the Investment Adviser Act of 1940. The
Private Client Group was established almost a
decade ago to deliver superior personalized service
to high net worth individuals. Today, we manage
billions of dollars for clients in all 50 states,
Canada and the UK. |
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As a member of the Investment
Policy Committee (IPC), Ken Fisher personally
directs the firm's investment strategy and capital
management philosophy. The IPC is a centralized
decision-making body with over 60 years of combined
money management experience. Fisher Investments
builds an investment portfolio for each client
suited to meet individual needs based on investment
objectives, time horizon, cash flow requirements,
outside holdings and tax status, among other factors.
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Each client is offered the highest level of
investment services through a team of investment
professionals personally assigned to handle
clients' needs on a day-to-day basis. As a primary
point of contact, a dedicated Investment Counselor
(IC) serves as a liaison to the IPC, communicating
key issues and keeping clients updated on the
market, economy and positioning of the portfolio.
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