Fisher Investments was founded in 1979, and it currently employs more than 3,000 people across multiple offices worldwide. The company has survived market setbacks like the 2008 recession, and continues to grow and innovate. The company is trusted by some of the world’s largest institutional investors. The company is recognized for its ability to generate strong returns while reducing its costs.
The company is dedicated to building an investment portfolio for high net worth clients. Its investment strategies are based on its client’s risk tolerance and time horizon. The firm’s approach is flexible and responsive to changes in the market, but it is important to remember that no investment strategy is perfect. Therefore, Fisher Investments uses a framework called the Four Market Conditions to determine which strategies will work best for each client.
Unlike most robo-advisors, Fisher Investments does not charge trading commissions. However, the company does charge a fee for investment advisory services. The advisory fees are higher than those of some hybrid-advising firms, but they are more in line with the client’s needs. Additionally, the minimum account size for Fisher Investments is $500,000. Thus, it is an excellent option for high-net-worth individuals who need to invest large sums of money.
As a registered investment advisor, Fisher Investments adheres to the Fiduciary Standard, which requires financial advisors to put the client’s best interests first. As a result, they disclose all potential conflicts of interest to their clients. In addition, each client has a dedicated account manager. The team also uses its expertise in the financial markets to select the best strategy for their needs. It also manages risk and monitors predictions of future market conditions.