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Fisher Investments (FI) trolls the affluent streams of the world's wealthy, looking for clients ready to invest their many millions. Established in 1979, the private money management firm prides itself on providing personalized service for wealthy investors and institutions, including funds, foundations, and government entities. It has some $45 billion in assets under management. Working the experience angle, its leaders boast a combined 60 years of helping clients build wealth, plan for retirement, or manage their portfolios. At the helm is founder and CEO Kenneth Fisher, who has authored several books on investing and has written the "Portfolio Strategy" column for Forbes magazine for more than 20 years.
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Address: |
13100 Skyline Blvd.
Woodside, CA 94062-4547
| | Phone: | 800-587-5512 | | Fax: | 650-529-1341 |
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Key People
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CEO, Chief Investment Officer, and Board Member:
Kenneth L. (Ken) Fisher
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Co-President, Director Research, and Board Member:
Andrew S. Teufel
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Co-President and Board Member:
Steven R. (Steve) Triplett
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