Fisher Investments Now Helping More than 100,000 Clients Globally

·3 min read

Firm reaches significant milestone on long-term mission

CAMAS, Wash., Sept. 15, 2021 /CNW/ -- Fisher Investments—doing business in Canada as Fisher Investments Canada—recently surpassed 100,000 clients across its four primary business units: US Private Client, Institutional, Private Client International, and 401k Solutions.

Fisher Investments Canada (PRNewsfoto/Fisher Investments Canada)
Fisher Investments Canada (PRNewsfoto/Fisher Investments Canada)

Founded in 1979, Fisher Investments began serving institutional clients with a unique small-cap value equity strategy. By the mid-1990s, the firm expanded to bring institutional-calibre expertise and service to individual high net worth investors in the United States. Beginning in 2000, Fisher Investments' Private Client Group expansion continued to the UK, Canada, Europe, and eventually Australia. In 2014, the firm launched 401(k) Solutions to bring superior guidance, service and knowledge to US small-business retirement plans.

On reaching this milestone, Fisher Investments' founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher said, "We're honored that so many clients entrust us to manage their investments. That's a huge responsibility and one we take seriously by always putting our clients' interests first. Reaching this milestone is a testament to our dedicated workforce who show up daily, with integrity and purpose, to provide investment solutions to each of our clients."

Damian Ornani, Fisher Investments' CEO, added, "Putting clients' interests first is universally valued across countries and cultures. Our mission has always been to better the investment universe and helping 100,000 clients is a magnificent milestone on that journey. I'm particularly proud we have reached this milestone not just by attracting new clients but also by retaining our existing clients, many of whom have trusted us to manage their investments for decades. We're just getting started and are excited to continue to grow our business, one new client at a time."

About Fisher Investments Canada and Fisher Investments:
Fisher Investments Canada is a trading name of Fisher Asset Management, LLC, which does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC does business as Fisher Investments Canada and as Fisher Investments. Fisher Investments is an independent, fee-only investment adviser. As of 30/06/2021, Fisher Investments and its subsidiaries manage over $233 billion in assets globally—over $178 billion for private investors, $51 billion for institutional investors and $2 billion for US small to mid-sized business retirement plans. Fisher Investments maintains four principal business groups: US Private Client, Institutional, Private Client International and 401(k) Solutions, which serve a global client base of diverse investors. Founder and Executive Chairman Ken Fisher wrote the Forbes "Portfolio Strategy" column from 1984 through 2016, making him the longest continuously running columnist in the magazine's history. In recent years, Ken's columns have run consistently in major media outlets across almost every Western European country as well as material Asian countries, spanning more countries and more volume than any other columnist of any type in history. Ken has also authored 11 books, including four New York Times bestsellers on finance and investing. For more information on Fisher Investments, please visit Assets under management are reflected in Canadian dollars.

SOURCE Fisher Investments Canada


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