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Fisher Investments About Us

Founded in 1979, Fisher Investments is a privately-owned, independent investment adviser offering a global approach to portfolio management.

Why Businesses Choose Fisher Investments 401(k) Solutions

Businesses upgrade their company retirement plan to make sure the fees are reasonable, improve the investments, reduce the risk for the plan sponsor and especially help the employees. Find out why businesses choose us.

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Fisher Investments 401k Retirement counselor

A Brief Overview of Fisher Investments

Fisher Investments manages money for high-net-worth individuals, small to mid-size businesses, non-profit institutions and pension funds around the world.

  • Over $121 billion in assets under management*
  • High long-term client retention rate
  • 53,000+ high-net-worth clients; 190+ institutional clients; 400+ 401(k) Solutions business clients*
More than 35 Years and Still Growing

Fisher Investments has grown significantly since its inception in 1979. Along with its subsidiaries, the firm staffs more than 3,000 employees** and has established offices in the US and around the world. Despite market wide setbacks like the 2008 recession, Fisher has weathered a variety of market environments. The firm's continued pattern of successful business growth includes the creation of several new ventures such as Annuity Conversion and Wealthbuilder.

Fisher Investments has been vetted and hired by some of the largest institutional investors around the world.

* As of 12/31/19
** As of 12/31/19. Includes Fisher Investments affiliates.

The Investment Policy Committee

The five-person Investment Policy Committee (IPC) is responsible for all investment decisions affecting the firm's strategies and is supported by an extensive research staff. They include (shown) William J. Glaser, firm founder Ken Fisher, Aaron Anderson, Jeffery L. Silk, and Michael Hanson.

Ken Fisher has written eleven books on investing and wealth management, including 4 New York Times bestsellers.
An Industry Icon and Pioneer

Ken Fisher's theoretical work in the 1970's pioneered a tool known as the Price-to-Sales Ratio, now an established element of modern financial curriculum. His more recent area of study has focused on the emerging field of behavioral finance. Ken wrote Forbes magazine’s “Portfolio Strategy” column for more than 30 years, making him the longest running columnist in the magazine's 90+ year history. He has written 11 books on investing and wealth management, including four New York Times bestsellers. In 2010, Ken was selected by Investment Advisor as one of the industry's most influential people over the past 30 years. A year later, he was included on Investment Advisor's list of the 25 most influential people in and around the adviser universe.***

Fisher Investments Ranked as a Top Adviser

In June 2018, the Financial Times (FT) recognized Fisher Investments as one of the Top 300 Registered Investment Advisers in the U.S. for the fifth year in a row.**** Fisher Investments was also recognized by Wealth & Finance International as the "Best Independent Money Management Firm" in its 2015 Wealth & Money Management Awards. According to Wealth & Finance International, "the awards are dedicated to uncovering and promoting the work and achievements of the very best the financial services community has to offer."

*** “Thirty for Thirty,” Investment Advisor, 01/05/2010; “Follow the Leaders: The 2011 IA 25,” Investment Advisor 05/01/2011.

**** The 2018 Financial Times Top 300 Registered Investment Advisors (RIAs) is an independent listing produced by the Financial Times (June 2018). The FT 300 List is based on data gathered from RIA firms, regulatory disclosures and independent research. The list reflects each firm’s performance in six areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIAs nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300 List. The list does not provide a numerical rank.

FISHER INVESTMENTS 401(k) SOLUTIONS

Fisher Investments 401(k) Solutions is dedicated to bringing superior retirement plan services to small and mid-sized businesses and their employees. Fisher's unique service offering is built on 40+ years of successful wealth management experience and includes our flexible investing platform. Business owners will experience the benefit of ongoing support from a dedicated Retirement Counselor whose focus is making the management of a 401(k) retirement plan easier while helping employees plan for a comfortable retirement.

Recognitions for ken fisher, fisher investments, and its affiliates

Fisher Investments
Chatham Partners
Industry benchmarking study rates Fisher Investments 401(k) 91% in Client Satisfaction.

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NAPA Top DC Advisor Award
In 2017 & 2018, Fisher Investments 401(k) Solutions made the list of “Top Defined Contribution Adviser Firms” from the prestigious National Association of Plan Advisers. Advisers were selected based on criteria including information about their practices, notably assets under management.

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Financial Times 401 Top Retirement Advisers
In 2017, 2018 and 2019, Fisher Investments 401(k) Solutions was recognized by Financial Times as one of its 401 Top Retirement Advisers. Advisers were selected based on criteria including 401(k) assets under management, specialization in the 401(k) business, growth rate, and plan participation rate.

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Investment News Top U.S.-based Fee-Only Registered Investment Adviser
In 2016, 2017, and 2018, Fisher Investments was named one of Investment News’ Top 10 U.S.-based,
fee-only Registered Investment Advisers (RIAs). Fisher Investments ranks #2 on its RIA List, based on
total assets under management.

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Pensions & Investments World 500 award Wealth & Money Management Award better business bureau logo
The Better Business Bureau seeks to be the leader in advancing marketplace trust. Fisher Investments is proud to note it has long maintained high ratings with the Better Business Bureau. The rating is based on information including type of business, time in business, transparency of business practices, and other factors.

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Financial Times Top Financial Advisers Business week Top Places to Launch a Career Award Best company to work for Fisher investments 401k Retirement Advisor Council Award
Nathan Fisher, Senior Executive Vice President of Fisher Investments 401(k) Solutions, is a member of the Retirement Advisor Council, which advocates for successful plan and participant retirement outcomes.

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Top Places to Work
Fisher Investments was included on the list of top places to work in Oregon and Southwest Washington
by The Oregonian in 2017, 2018, and 2019. The award was based on employee ratings of statements regarding company benefits in the Top Workplaces survey.

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Ken Fisher
Forbes Logo
Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 to 2017, making him the longest
continually-running columnist in the magazine’s 90+ year history.

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Influential Investors Logo Investment News Logo Ken Fisher Has Authored 4 New York Times Bestsellers
Ken Fisher is the author of 11 books, including four New York Times bestsellers: The Only Three Questions That Count (2006), The Ten Roads to Riches (2008), How to Smell a Rat (2009), and Debunkery (2010)

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USA Today
Ken Fisher is a special contributor to the Money section in USA Today.

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Fisher Investments Europe
ADVFN Award
Grüner Fisher Investments
Best financial Emloyer Award grüner fisher investments best work atmosphere in the german financial industry Europe's Fastest Growing Companies - Financial Times

Careers

Fisher Investments 401(k) Solutions is building something special for small and mid-sized businesses and their employees. Retirement savings are at the core of why people work, the company they choose to work for, and are fundamental to creating financial security for families and loved ones.

Why work at Fisher Investments:

  • You'll help improve the financial security of employees and their families.
  • You'll contribute to industry innovations that our success has been built on for the last 40+ years.
  • You'll receive exceptional family health and wellness benefits.
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About Fisher Investments 401k
About Us

Fisher Investments 401(k) Solutions is committed to bringing unparalleled support to small and mid-size businesses and their employees through 401(k) retirement plan services.

Contact Us
Contact Us

5525 NW Fisher Creek Drive Camas, WA 98607

844-343-4015
info401k@fi.com

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