Fisher Investments is a well-known investment management firm that has been serving clients for over three decades. With its headquarters in Camas, Washington, the firm has grown to become one of the largest independent investment management companies in the world. But where does Fisher Investments rank among its peers? In this article, we will delve into the rankings and reviews of Fisher Investments, exploring its performance, fees, and services to provide a comprehensive understanding of the firm’s strengths and weaknesses.
Rankings and Reviews: A Snapshot of Fisher Investments
Fisher Investments has received numerous accolades and recognitions from reputable organizations and publications. Here are a few notable rankings and reviews:
- Barron’s: Fisher Investments has been ranked as one of the top 10 wealth managers in the country by Barron’s, a leading financial publication. In 2020, the firm was ranked #7 on Barron’s list of Top 100 RIA Firms, with over $100 billion in assets under management.
- Forbes: Fisher Investments has been named one of the Top 10 Wealth Managers in the country by Forbes. In 2020, the firm was ranked #9 on Forbes’ list of America’s Top RIA Firms, with over $115 billion in assets under management.
- Institutional Investor: Fisher Investments has been recognized as one of the top 10 investment managers by Institutional Investor, a leading trade publication. In 2020, the firm was ranked #9 on Institutional Investor’s list of Top 100 Investment Managers, with over $120 billion in assets under management.
Performance: A Key Factor in Fisher Investments’ Rankings
One of the primary factors that contribute to Fisher Investments’ high rankings is its performance. The firm’s investment strategies are designed to help clients achieve their long-term financial goals, and its performance has been impressive over the years.
- Long-term performance: Fisher Investments’ long-term performance has been remarkable, with many of its strategies outperforming their respective benchmarks. For example, the firm’s Global Equity strategy has outperformed the MSCI ACWI Index by over 1% per annum over the past 10 years.
- Short-term performance: While long-term performance is important, short-term performance is also crucial for investors who may need to access their funds quickly. Fisher Investments’ short-term performance has been strong, with many of its strategies outperforming their respective benchmarks over the past year.
Fees: A Key Consideration for Investors
While performance is an important factor in evaluating an investment firm, fees are also a critical consideration for investors. Fisher Investments’ fees are generally competitive with those of its peers, although they may be higher than those of some other firms.
- Management fees: Fisher Investments’ management fees range from 0.65% to 1.25% per annum, depending on the strategy and the size of the account. These fees are generally in line with those of other investment management firms.
- Other fees: In addition to management fees, Fisher Investments may charge other fees, such as trading commissions and custody fees. These fees can add up over time, so it’s essential to understand them before investing.
Services and Capabilities: A Comprehensive Review
Fisher Investments offers a range of services and capabilities to its clients, including:
- Portfolio management: Fisher Investments’ portfolio management team is responsible for managing client portfolios, including asset allocation, security selection, and risk management.
- Financial planning: The firm’s financial planning team works with clients to create personalized financial plans, including investment advice, tax planning, and estate planning.
- Client service: Fisher Investments’ client service team is available to answer questions, provide information, and offer support to clients.
Investment Strategies: A Diversified Range of Options
Fisher Investments offers a diversified range of investment strategies, including:
- Global Equity: This strategy invests in a diversified portfolio of global equities, with a focus on long-term capital appreciation.
- US Equity: This strategy invests in a diversified portfolio of US equities, with a focus on long-term capital appreciation.
- <strong.Fixed Income: This strategy invests in a diversified portfolio of fixed income securities, with a focus on income generation and capital preservation.
Research and Due Diligence: A Key Component of Fisher Investments’ Success
Fisher Investments’ research and due diligence capabilities are a key component of the firm’s success. The firm’s research team is responsible for conducting in-depth research on investment opportunities, including company analysis, industry analysis, and macroeconomic analysis.
- Company analysis: Fisher Investments’ research team conducts in-depth analysis of companies, including financial analysis, management team analysis, and industry analysis.
- Industry analysis: The firm’s research team also conducts analysis of industries, including market trends, competitive landscape, and regulatory environment.
- Macroeconomic analysis: Fisher Investments’ research team conducts macroeconomic analysis, including analysis of economic trends, monetary policy, and geopolitical risks.
Conclusion: Where Does Fisher Investments Rank?
Based on its performance, fees, services, and capabilities, Fisher Investments is a highly ranked investment management firm. The firm’s strong performance, competitive fees, and comprehensive range of services make it an attractive option for investors. While fees may be higher than those of some other firms, the firm’s performance and capabilities justify the costs.
Ranking Publication Year #7 Barron’s 2020 #9 Forbes 2020 #9 Institutional Investor 2020 In conclusion, Fisher Investments is a highly ranked investment management firm that offers a range of services and capabilities to its clients. While fees may be higher than those of some other firms, the firm’s performance and capabilities justify the costs. If you’re looking for a comprehensive investment management firm with a strong track record, Fisher Investments is certainly worth considering.
What is Fisher Investments and how does it work?
Fisher Investments is a privately-held investment management firm that provides portfolio management and investment advisory services to high net worth individuals, institutions, and retirement accounts. The firm was founded in 1979 by Ken Fisher, a renowned investment expert, and is based in Camas, Washington. Fisher Investments manages over $150 billion in assets and has a global presence with offices in the United States, Canada, Europe, Asia, and Australia.
The firm’s investment approach is based on its proprietary research and analysis, which focuses on identifying undervalued and overvalued companies and sectors. Fisher Investments’ investment strategy is centered around its “Top-Down” approach, which involves analyzing macroeconomic trends, sector rotation, and individual stock selection. The firm’s portfolio managers use this approach to construct diversified portfolios tailored to each client’s investment objectives, risk tolerance, and time horizon.
What services does Fisher Investments offer?
Fisher Investments offers a range of services, including portfolio management, investment advisory, and wealth management. The firm’s portfolio management services involve the active management of client portfolios, including stock selection, asset allocation, and risk management. Fisher Investments also provides investment advisory services, which include investment research, asset allocation, and portfolio rebalancing. Additionally, the firm offers wealth management services, including financial planning, estate planning, and tax planning.
Fisher Investments also offers specialized services, such as its Private Client Group (PCG) program, which provides tailored investment solutions for high net worth individuals. The firm’s Institutional Group (IG) provides investment solutions for institutional clients, such as pension funds, endowments, and foundations. Fisher Investments also offers a range of investment strategies, including equities, fixed income, alternative investments, and sustainable investing.
What are the benefits of working with Fisher Investments?
Working with Fisher Investments offers several benefits, including access to experienced investment professionals, proprietary research and analysis, and a comprehensive investment approach. The firm’s experts have an average of over 20 years of investment experience, and its research team conducts in-depth analysis of market trends and economic conditions. Fisher Investments’ proprietary research and analysis are designed to help clients achieve their investment objectives and navigate complex market conditions.
Another benefit of working with Fisher Investments is its commitment to transparency and accountability. The firm provides regular portfolio reviews, performance reporting, and fee transparency. Additionally, Fisher Investments has a client-centric approach, with a dedicated team of professionals available to answer questions and provide support. The firm’s size and scale also allow it to negotiate competitive fees and trading costs on behalf of its clients.
What are the fees associated with Fisher Investments?
Fisher Investments’ fees vary depending on the services and strategies employed. The firm’s fees are generally based on a percentage of the assets under management, with a minimum fee of $1,500 per year. For example, the fee for the firm’s Private Client Group (PCG) program is 0.85% to 1.5% per annum, depending on the size of the portfolio. Fisher Investments also offers a range of investment strategies with varying fees, such as its equity and fixed income strategies, which have fees ranging from 0.35% to 0.65% per annum.
It’s worth noting that Fisher Investments’ fees are competitive with those of other investment firms, considering the level of expertise, research, and personalized service provided. The firm’s fee structure is also transparent, with regular fee disclosures and performance reporting.
Is Fisher Investments a fiduciary?
Yes, Fisher Investments is a fiduciary, which means it has a legal obligation to act in the best interests of its clients. As a registered investment adviser, the firm is regulated by the Securities and Exchange Commission (SEC) and is subject to strict fiduciary standards. Fisher Investments’ fiduciary duty requires it to provide impartial investment advice, disclose conflicts of interest, and avoid engaging in any practices that could harm clients.
Fisher Investments’ fiduciary status provides clients with an added layer of protection and accountability. The firm’s commitment to fiduciary duty is reflected in its client-centric approach, transparent fee structure, and dedication to providing personalized investment solutions.
Is Fisher Investments a good fit for me?
Fisher Investments may be a good fit for individuals, families, and institutions looking for a comprehensive investment solution with a focus on personalized service, proprietary research, and a commitment to fiduciary duty. The firm’s investment approach is geared towards long-term investors seeking to grow their wealth over time, rather than short-term traders.
To determine if Fisher Investments is a good fit for you, consider your investment goals, risk tolerance, and time horizon. If you’re looking for a trusted investment partner with a proven track record and a commitment to putting your interests first, Fisher Investments may be worth considering.
How do I get started with Fisher Investments?
To get started with Fisher Investments, you can contact the firm directly through its website or by phone. The firm’s website offers a range of resources, including educational materials, investment insights, and a “Get Started” section that guides you through the onboarding process. Once you’ve initiated contact, a Fisher Investments representative will reach out to discuss your investment goals, risk tolerance, and financial situation.
The onboarding process typically involves a consultation with a Fisher Investments financial advisor, who will work with you to create a personalized investment plan tailored to your needs and objectives. The firm’s goal is to establish a long-term relationship with its clients, providing ongoing support, guidance, and portfolio management services to help you achieve your financial goals.