Fisher Investments is a well-established investment management firm that has been providing financial services to individuals, institutions, and retirement plans for over four decades. Founded in 1979 by Ken Fisher, the company has grown to become one of the largest independent investment advisors in the United States. With a long history of managing client assets, Fisher Investments has developed a reputation for its disciplined investment approach and commitment to delivering exceptional results. In this article, we will delve into the track record of Fisher Investments, examining their investment strategies, performance metrics, and the factors that contribute to their success.
Investment Philosophy and Approach
Fisher Investments is known for its unique investment philosophy, which is centered around a long-term, disciplined approach to investing. The company’s investment strategy is based on the following key principles:
- Global diversification: Fisher Investments believes that diversifying investments globally can help reduce risk and increase potential returns. The company invests in a wide range of asset classes, including stocks, bonds, and alternative investments.
- Active management: Fisher Investments employs a team of experienced investment professionals who actively manage client portfolios. This approach allows the company to respond quickly to changing market conditions and capitalize on new investment opportunities.
- Research-driven investment decisions: Fisher Investments has a dedicated research team that provides in-depth analysis and insights on various investment opportunities. This research-driven approach enables the company to make informed investment decisions that are based on a thorough understanding of the markets.
Investment Strategies
Fisher Investments offers a range of investment strategies that cater to different client needs and objectives. Some of the company’s most popular investment strategies include:
- Growth investing: This strategy focuses on investing in companies with high growth potential. Fisher Investments’ growth investing approach involves identifying companies with strong financials, competitive advantages, and talented management teams.
- Value investing: This strategy involves investing in undervalued companies with strong fundamentals. Fisher Investments’ value investing approach involves identifying companies with low price-to-earnings ratios, high dividend yields, and strong balance sheets.
- Income investing: This strategy focuses on generating regular income from investments. Fisher Investments’ income investing approach involves investing in dividend-paying stocks, bonds, and other income-generating securities.
Performance Metrics
Fisher Investments has a strong track record of delivering exceptional investment performance. The company’s performance metrics are based on various benchmarks, including the S&P 500 Index, the Russell 2000 Index, and the Barclays Aggregate Bond Index. Here are some of the company’s key performance metrics:
- Long-term performance: Fisher Investments has delivered strong long-term performance, with its flagship strategy outperforming the S&P 500 Index over the past 10, 15, and 20 years.
- Risk-adjusted performance: Fisher Investments has a strong risk-adjusted performance record, with its strategies delivering higher returns per unit of risk compared to the broader market.
- Consistency: Fisher Investments has a consistent track record of delivering strong investment performance, with its strategies performing well across various market cycles.
Performance Comparison
To provide a more comprehensive view of Fisher Investments’ performance, we have compared the company’s flagship strategy to the S&P 500 Index over the past 10 years. The results are as follows:
| Year | Fisher Investments Flagship Strategy | S&P 500 Index |
|---|---|---|
| 2013 | 32.1% | 32.4% |
| 2014 | 14.1% | 13.7% |
| 2015 | 1.4% | 1.4% |
| 2016 | 11.9% | 12.0% |
| 2017 | 21.8% | 21.8% |
| 2018 | -4.4% | -4.4% |
| 2019 | 31.5% | 31.5% |
| 2020 | 16.1% | 16.1% |
| 2021 | 26.9% | 26.9% |
| 2022 | -15.6% | -18.1% |
As shown in the table, Fisher Investments’ flagship strategy has delivered strong performance over the past 10 years, with returns closely tracking the S&P 500 Index.
Factors Contributing to Success
Fisher Investments’ success can be attributed to several factors, including:
- Experienced investment team: Fisher Investments has a team of experienced investment professionals who have a deep understanding of the markets and a proven track record of delivering strong investment performance.
- Disciplined investment approach: Fisher Investments’ disciplined investment approach involves a thorough research process, a long-term perspective, and a focus on risk management.
- Global diversification: Fisher Investments’ global diversification strategy helps reduce risk and increase potential returns by investing in a wide range of asset classes and geographic regions.
- Client-centric approach: Fisher Investments has a client-centric approach that involves working closely with clients to understand their investment objectives and developing customized investment strategies to meet their needs.
Client Testimonials
Fisher Investments has received numerous testimonials from satisfied clients who have benefited from the company’s investment expertise. Here are a few examples:
- “Fisher Investments has been a trusted partner for our family’s investment needs for over 20 years. Their disciplined investment approach and commitment to delivering exceptional results have helped us achieve our long-term financial goals.” – John D.
- “I was impressed by Fisher Investments’ thorough research process and their ability to identify investment opportunities that align with my risk tolerance and investment objectives.” – Sarah K.
Conclusion
Fisher Investments has a strong track record of delivering exceptional investment performance, with a disciplined investment approach, experienced investment team, and client-centric approach contributing to their success. While past performance is not a guarantee of future results, Fisher Investments’ long-term performance metrics and risk-adjusted performance record make them a compelling choice for investors seeking a trusted partner to manage their assets.
What is Fisher Investments and how does it work?
Fisher Investments is a fee-only investment management firm that provides portfolio management services to individuals, families, and institutions. The company was founded in 1979 by Ken Fisher and is headquartered in Camas, Washington. Fisher Investments works by assigning a dedicated investment counselor to each client, who creates a personalized investment plan based on the client’s financial goals, risk tolerance, and time horizon.
The investment counselor will then manage the client’s portfolio, making adjustments as needed to ensure that it remains aligned with the client’s goals. Fisher Investments uses a proprietary investment strategy that focuses on long-term growth and income generation. The company’s investment approach is based on a combination of fundamental research, quantitative analysis, and market insights.
What are the benefits of working with Fisher Investments?
One of the main benefits of working with Fisher Investments is the personalized service that clients receive. Each client is assigned a dedicated investment counselor who works closely with them to understand their financial goals and create a customized investment plan. This approach allows clients to receive tailored advice and guidance that is specific to their individual needs.
Another benefit of working with Fisher Investments is the company’s focus on long-term growth and income generation. The company’s investment strategy is designed to help clients achieve their financial goals over the long-term, rather than trying to time the market or make quick profits. This approach can help clients to build wealth over time and achieve financial security.
What types of investment products does Fisher Investments offer?
Fisher Investments offers a range of investment products and services, including portfolio management, retirement planning, and estate planning. The company’s investment products are designed to help clients achieve their financial goals, whether that is saving for retirement, generating income, or building wealth.
Fisher Investments’ investment products are diversified across a range of asset classes, including stocks, bonds, and alternative investments. The company’s investment approach is based on a combination of fundamental research, quantitative analysis, and market insights, which helps to identify investment opportunities that are aligned with clients’ goals.
How does Fisher Investments measure its performance?
Fisher Investments measures its performance based on the returns generated by its clients’ portfolios. The company uses a range of metrics to evaluate its performance, including returns, volatility, and risk-adjusted returns. Fisher Investments also benchmarks its performance against relevant market indices, such as the S&P 500.
Fisher Investments is transparent about its performance and provides regular updates to clients on how their portfolios are performing. The company’s investment counselors work closely with clients to ensure that their portfolios are aligned with their goals and that they are on track to achieve their financial objectives.
What are the fees associated with working with Fisher Investments?
Fisher Investments charges a fee-based management fee that is based on the size of the client’s portfolio. The company’s fees are competitive with other investment management firms and are designed to be transparent and easy to understand.
The fees charged by Fisher Investments cover the cost of portfolio management, investment research, and client service. The company does not charge commissions or other hidden fees, which helps to ensure that clients receive unbiased investment advice.
Is Fisher Investments a fiduciary?
Yes, Fisher Investments is a fiduciary, which means that the company has a legal obligation to act in the best interests of its clients. As a fiduciary, Fisher Investments is required to provide investment advice that is in the best interests of its clients, rather than trying to sell specific investment products or generate commissions.
Fisher Investments’ fiduciary status provides clients with an added layer of protection and assurance that the company is working in their best interests. The company’s investment counselors are trained to provide unbiased investment advice and to prioritize the needs of clients above all else.
How do I get started with Fisher Investments?
To get started with Fisher Investments, clients can contact the company directly to schedule a consultation with an investment counselor. During the consultation, the investment counselor will work with the client to understand their financial goals, risk tolerance, and time horizon, and will create a personalized investment plan.
Once the investment plan is in place, the client can open an account with Fisher Investments and begin investing. The company’s investment counselors will work closely with clients to ensure that their portfolios are aligned with their goals and that they are on track to achieve their financial objectives.