Fisher Investments is one of the top US-based, fee-only registered investment advisers, and offers a comprehensive review of their services and performance. The company was founded in 1979 by Ken Fisher and has grown to manage over $113 billion in client assets. Fisher Investments has been named one of investment' Top 10 US-based, fee-only Registered investment Advisers (RIA) for the past several years, and has been awarded numerous other accolades for its outstanding performance.
The company offers a wide variety of services for clients, including portfolio management, retirement planning, wealth management, and more. Fisher Investments also offers a comprehensive review of its services and performance, which can help investors make informed decisions about their Investments. Our review of Fisher Investments includes a look at the company's services, performance, and customer reviews.
Fisher Investments offers a wide range of services for its clients, including portfolio management, retirement planning, wealth management, and more. Their portfolio management services are tailored to each individual client's risk tolerance and investment goals. Fisher Investments also offers comprehensive retirement planning services, helping clients develop a well-built retirement plan and to regularly review their financial situation.
Fisher Investments has a long track record of strong performance, and has consistently outperformed the market over the long term. According to their performance report, during the 12 months ending June 2021, the Fisher Investments US Equity Composite outperformed the S&P 500 Value Fund by 1.5%. The iShares S&P 500 Value Fund (AMEX:IVE) returned -5.4% for the year, while the Fisher Investments US Equity Composite returned -3.9%.
In addition, the company has been consistently ranked highly in customer satisfaction surveys. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors, including the trust employees have in the company's leadership, the fairness of the company's compensation and benefits, and the company's overall performance. The results of the survey showed that Fisher Investments employees are very satisfied with the company, with 83% of employees saying they would recommend Fisher Investments to a friend.
Fisher Investments also has a strong track record of helping clients reach their financial goals. The company has recently been involved in several successful Investments, including Nordic Capital's exit from its investment in British specialty diagnostics firm The Binding Site in a deal with Thermo Fisher Scientific Inc., and the successful completion of the Align Maury study in Tennessee.
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In conclusion, our review of Fisher Investments shows that it is a reliable and well-respected financial services company. The company offers a wide range of services and has a strong track record of performance and customer satisfaction. Fisher Investments can help you achieve your long-term financial goals.