Fisher Investments

Fisher Investments is a privately held limited liability company founded in 1979, registered with the SEC as an investment adviser. The firm specializes in managing assets for a global client base, including institutional clients, retirement plans, foundations, and high-net-worth individuals. Fisher Investments offers a wide range of equity and fixed income strategies, managed by the Investment Policy Committee. The firm emphasizes a culture of ethics, transparency, and fiduciary duty to prioritize client interests. For Institutional Group clients, Fisher Investments provides discretionary management services with various strategies, including Global Equity, Emerging Markets Equity, and US Total Return. The firm's fee structure varies by strategy, with management fees ranging from 0.34% to 1.60% annually based on the type of investment. Fisher Investments manages over $192 billion in discretionary client assets as of March 31, 2023. Clients have the option to grant Fisher Investments discretionary authority for trading, allowing the firm to make investment decisions on their behalf. The firm also has a Code of Ethics in place to prevent conflicts of interest and ensure fair treatment of clients. Fisher Investments engages in periodic reviews of client accounts and provides regular reports to keep clients informed about their investments. The firm also offers proxy voting services and fair valuation practices for illiquid securities.