Wealth Management Companies

Though there are many wealth-management companies from which to choose, we believe Fisher Investments is the best. Why? Our superior customer service is just one reason. We manage the assets of numerous institutional clients and thousands of affluent investors, yet we manage to make each client feel special.

We created the Private Client Group with the goal of providing institutional-level money management to high net worth individuals. To this end, we set each individual client up with a team of professionals dedicated to the creation and maintenance of that client’s account. Additionally, each client is appointed an Investment Counselor, serving as the primary contact for the duration of our business relationship.

Communication is key in any type of association. Therefore, the Investment Counselor communicates with the client about his or her needs and objectives in accordance with the portfolio. He or she also works to keep the client informed about our views on capital markets and how these views influence the handling of the portfolio.

Headed by our CEO and Chief Investment Officer, Ken Fisher, we manage billions of dollars for both prestigious institutions and high net worth individuals. Thanks to Ken’s superior level of knowledge and investing skill, in addition to our talented team of investment professionals, Fisher Investments is a leader in providing unparalleled performance and service to affluent clients. To learn more about our firm, call us at 1-800-587-5512 or send an e-mail to inquiry@fi.com.

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