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Fisher Investments

Fisher Investments is an independent, global money management firm with offices in Woodside and San Mateo, CA and Camas, WA. The firm was first founded in 1979 as a sole proprietorship by Ken Fisher, later incorporated in 1986 in the state of California, and then reorganized as a Delaware limited liability company in 2005.

Fisher Investments UK, wholly-owned subsidiary of Fisher Investments, markets Fisher Investments’ services to investors in the UK. Fisher Investments has a joint-venture affiliate in Germany, Grüner Fisher Investments GmbH.

Fisher Investments is a multi-billion dollar independent financial advisor, with two principal business units – Fisher Investments Institutional Group and Fisher Investments Private Client Group. These two units serve a diverse array of clients: corporate, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations, governments, and thousands of high net worth individuals, among others. Fisher Investments is a registered investment adviser with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Author, columnist, and Fisher Investments CEO and Co-Chief Investment Officer Ken Fisher has written the Forbes Portfolio Strategy column since 1984, and has authored several New York Times bestselling books on investing. He is also a consistently top-ranked guru by CXO Advisory Group, an independent third party website that asses the accuracy of publicly available forecasts.*

An overview of books written by thought leaders at Fisher Investments can be found at Fisher Investments Press: www.fisher-investments-press.com

Recent Milestones

  • Check
    Fisher Investments — Ken Fisher is the third longest running investment columnist in the history of Forbes magazine. He has been writing the investment columns for over 29 years. (11/1/13)
    Posted 3/1/11 at 1:07am via makingmarketguru.com
  • Check
    Fisher Investments — CXO Advisory Group, Gurus, Top-ranked guru *As of 10/10/2013. Fisher Investments has no affiliation with CXO Advisory Group. Ken Fisher's market forecasts in Forbes represent his personal forecasts of the overall market and are not an indication of the (10/10/13)
    Posted 7/14/11 at 10:06am via cxoadvisory.com
  • Check
    Fisher Investments — Ken Fisher, Fisher Investments CEO, named to Investment Advisor magazine 2011 IA 25 (http://www.thinkadvisor.com/2011/05/04/ken-fisher-fisher-investments-the-extended-2011-ia) list of most influential people in and around the advisor community. (5/1/11)
    Posted 6/17/11 at 11:39am via thinkadvisor.com
  • Check
    Fisher Investments — Fisher Investments listed on Businessweek's 2008 Best Places to Launch a Career. (9/5/08)
    Posted 6/17/11 at 11:41am via businessweek.com
  • Dollar
    Fisher Investments invested in Accumetrics. (7/1/04)
    Posted 2/23/10 at 6:04pm via sec.gov
  • Check
    Fisher Investments — Fisher Investments UK, a wholly-owned subsidiary of Fisher investments founded in London, England. (1/1/00)
    Posted 10/25/12 at 3:25pm via co.uk

Investments

Company Date Round Size Participants
Accumetrics 7/2004Series B$13.5M5

Videos

Above:

Intro to the Fisher Investments Private Client Group

Added: 7/8/13

Sources

    New Book Chronicles Ken Fisher's 25 Years in Forbes (makingmarketguru.com) [edit]
    Investment Advisor, May 2011, 2011 IA 25, Ken Fisher profile (thinkadvisor.com) [edit]
    Businessweek, 2008 Best Places to Launch a Career, Fisher Investments Profile (businessweek.com) [edit]
    CXO Advisory Group, Gurus (cxoadvisory.com) [edit]
    fisherinvestments.co.uk [edit]
  1. SEC D/A (sec.gov) [edit]
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Last Edited 1/31/14

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