At Fisher Investments, we seek to identify security markets that possess attributes desirable for high-level portfolio themes. We apply a series of risk factor screens to each category that requires a weight. This is done based on desired style characteristics. Once securities pass this screen, they are then subjected to an additional […]

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A professional money manager specializes in investment management. Professional money management is fee-based and the amount charged is a percentage of the assets under the money manager’s care. Though fees vary, a typical fee might be equal to one percent of the managed assets. Additionally, if the money manager’s firm executes trades, […]

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Many high net worth individuals are turning to professional money managers to help them achieve their goals. Using a professional money manager may be a good option for you if you want to avoid the need to make critical buy and sell decisions and evaluate complex markets. Keep in mind, however, that not all money […]

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We at Fisher Investments work to build a tailored investment portfolio for each of our clients. We take into consideration such things as our client’s unique time horizon, cash-flow needs, tax status, and objectives in developing strategies and investment plans. In accordance with the client’s outside holdings, tolerance for risk, and a […]

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As a leader in professional money management, Fisher Investments is dedicated to providing top-notch wealth management to affluent investors. We offer a highly personalized approach and practically unrivaled management capabilities. Our unbeatable combination of resources, innovative thinking and expertise enables us to offer superior service to our private wealth-management clients.
Over time, investors gain […]

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In the early 80s, Ken Fisher pioneered the Price to Sales Ratio (PSR). In fact, he provides great detail about it in his best-selling Super Stocks finance book. Today, the PSR is still used by us at Fisher Investments in the management of small cap portfolios for our institutional clients.
The PSR is calculated as […]

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There’s a seemingly endless stream of investment choices available to the independently wealthy. Since you have the ability to live life on your own terms, why spend your time and energy on the complex job of managing your own assets? Do you really want to spend your valuable time laboring over your portfolio, when […]

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It is critical for your financial objectives to be aligned with your portfolio strategies. As obvious as this may seem, many investors actually do the opposite, implementing strategies that essentially counter their objectives. At Fisher Investments, we seek to develop and implement the right strategies for our clients, effectively maximizing returns while minimizing risk. […]

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Even the savviest investors make mistakes. Often, they just don’t have the time to consider the abundance of investment information available today. Their investment needs are both unique and complex. Furthermore, they are frequently too busy to apply the most effective strategies to their portfolios.
For many years now, we have been providing portfolio […]

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There are numerous money-management firms from which to choose. Each firm has a different philosophy, style, and level of competence. As a high net worth investor, you cannot afford to trust your assets to just any company. You need a firm with impeccable credentials, a proven track record, and a style geared […]

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