Is Your Adviser Guiding You Through Market Volatility?
Is Your Adviser Guiding You Through Market Volatility?
We built our investment firm over 45 years ago to help investors get the most from their portfolio, whatever the market conditions. Schedule a complimentary consultation** today and get a free* sample of our investing insights to help you navigate market ups and downs.


As of 3/31/2025. Includes Fisher Investments and its affiliates.
See here for full list of awards disclosures.
Is Your Adviser Guiding You Through Market Volatility?
We built our investment firm over 45 years ago to help investors get the most from their portfolio, whatever the market conditions. Schedule a complimentary consultation** today and get a free* sample of our investing insights to help you navigate market ups and downs.


As of 3/31/2025. Includes Fisher Investments and its affiliates.
See here for full list of awards disclosures.

It might be time for a second opinion on your investment strategy. Schedule a complimentary consultation** and get a copy of Your Guide to Surviving Market Volatility.
It might be time for a second opinion on your investment strategy. Schedule a complimentary consultation** and get a copy of Your Guide to Surviving Market Volatility.



+
Years experience
$
Billion in AUM*
+
Clients around the world*
+
Dedicated employees*
*As of 6/30/2025
+
Years experience
+
Years experience
$
Billion in AUM*
$
Billion in AUM*
+
Clients around the world*
+
Clients around the world*
+
Dedicated employees*
+
Dedicated employees*
+
Years experience
+
Years experience
$
Billion in AUM*
$
Billion in AUM*
+
Clients around the world*
+
Clients around the world*
+
Dedicated employees*
+
Dedicated employees*
Time for a Second Opinion on Your Portfolio Performance?

Book a complimentary portfolio review** where we will:
Find out if you're on track to hit your retirement goals
Benchmark your current portfolio against industry standards
Give you concrete steps to help better your financial situation

Book a complimentary portfolio review** where we will:
Find out if you're on track to hit your retirement goals
Benchmark your current portfolio against industry standards
Give you concrete steps to help better your financial situation

Book a complimentary portfolio review** where we will:
Find out if you're on track to hit your retirement goals
Benchmark your current portfolio against industry standards
Give you concrete steps to help better your financial situation
“I appreciate what I’ve learned from Fisher. I don’t think there’s a better approach to investing than what Fisher does.”
Bill, 10-year client from OH
Clients are uncompensated for testimonials, which reflect their views at the time.
“I appreciate what I’ve learned from Fisher. I don’t think there’s a better approach to investing than what Fisher does.”
Bill, 10-year client from OH
Clients are uncompensated for testimonials, which reflect their views at the time.
“I appreciate what I’ve learned from Fisher. I don’t think there’s a better approach to investing than what Fisher does.”
Bill, 10-year client from OH
Clients are uncompensated for testimonials, which reflect their views at the time.
Schedule a Complimentary Portfolio Review Today
We’ve helped thousands of investors through difficult market conditions—get a complimentary consultation** and a free* sample of our investing insights to see how we can help you today.
*No cost and no obligation beyond completing a short request form and brief survey.
**Personal consultations are available for those with at least $1,000,000 in investable assets.

Schedule a Complimentary Portfolio Review Today
We’ve helped thousands of investors through difficult market conditions—get a complimentary consultation** and a free* sample of our investing insights to see how we can help you today.
*No cost and no obligation beyond completing a short request form and brief survey.
**Personal consultations are available for those with at least $1,000,000 in investable assets.

Schedule a Complimentary Portfolio Review Today
We’ve helped thousands of investors through difficult market conditions—get a complimentary consultation** and a free* sample of our investing insights to see how we can help you today.
*No cost and no obligation beyond completing a short request form and brief survey.
**Personal consultations are available for those with at least $1,000,000 in investable assets.

For over 45 years, we've helped clients work toward their financial goals. We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.
6500 International Pkwy, Ste 2050 | Plano, TX 75093, United States
Your privacy is extremely important to us. View our privacy policy.
California and Oregon residents here.
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.
No cost and no obligation beyond completing a short request form and brief survey.
For over 45 years, we've helped clients work toward their financial goals. We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.
6500 International Pkwy, Ste 2050 | Plano, TX 75093, United States
Your privacy is extremely important to us. View our privacy policy.
California and Oregon residents here.
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.
No cost and no obligation beyond completing a short request form and brief survey.
For over 45 years, we've helped clients work toward their financial goals. We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.
6500 International Pkwy, Ste 2050 | Plano, TX 75093, United States
Your privacy is extremely important to us. View our privacy policy.
California and Oregon residents here.
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.
No cost and no obligation beyond completing a short request form and brief survey.