Our simple, transparent fee is a small percentage of the assets we manage for you. This makes sure our interests are aligned with yours—and that we only do better when you do better.

We help investors with $1,000,000 or more. This is the size at which a portfolio can be efficiently invested in individual equities—a strategy that has helped tens of thousands of investors reach their goals.

In addition to award-winning1 investment management, our clients have access to services including: Financial and estate planning Annuity review and reinvestment Income and expense management Economic and market education Resources to help navigate Social Security and Medicare 1 Learn about Fisher Investments’ recent awards.

As a client, your portfolio will be tailored to your unique needs and goals. Ongoing decisions will be made by our five-person Investment Policy Committee. This group of tenured portfolio managers has over 150 years of combined experience—and keeps your financial success in mind.