FI LLC
WASHINGTON, DC

About Fisher Investments About Fisher Investments Fisher Investments is an independent, fee-only investment adviser founded in 1979. We seek to provide investors with appropriate investment solutions, transparent fees, and exceptional service. Our clients include Fortune 500 companies, foundations, endowments, and high net worth investors. Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 175 large institutions and over 45,000 high net worth individuals. Founder and Executive Chairman Ken Fisher wrote the Forbes “Portfolio Strategy” column for over 30+ years, and has authored several New York Times bestsellers on finance and investing. (*As of 1/4/2018) Founder, Executive Chairman, and Co-Chief Investment Officer Ken Fisher is a renowned innovator of investment theory and the author of several academic studies and finance books, including four best sellers. He popularized the now widely used Price to Sales Ratio, pioneered the identification of the Small Cap Value stock universe, and has contributed to the development of modern day portfolio theory. Founder 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.  —who together are responsible for overseeing the day-to-day operations of Fisher Investments. Ken Fisher Founder, Executive Chairman & Co-Chief Investment Officer Ken founded Fisher Investments in 1979 and currently serves as Executive Chairman and Co-Chief Investment Officer. His prestigious Forbes “Portfolio Strategy” column ran from 1984 to 2017, making Ken the longest continuously running columnist in the magazine’s history. He is a regular contributor to several publications, including As one of Fisher Investments’ first employees, Jeff has been with the firm since 1983. He is currently a Vice Chairman, Co-Chief Investment Officer and member of the firm's IPC, where he is responsible for portfolio construction and implementation across a wide range of investment strategies. Prior to his current responsibilities, Jeff was Fisher Investments' President and Chief Operating Officer. He has also served as the firm’s Director of Trading and Operations, where he was instrumental in developing Fisher Investments' portfolio management, research and trading technology. Bill has been with Fisher Investments since 1999 and joined the IPC in 2011. He is the Executive Vice President of Portfolio Management. He has previously managed the firm's Capital Markets, Securities Research, and Portfolio Implementation teams and served as a Securities Research Analyst and Capital Markets Research Analyst. Aaron has been with Fisher Investments since 2005 and joined the IPC in 2011. He is the Senior Vice President of Research and oversees global macroeconomic and capital markets research. Aaron has been a guest lecturer at the Haas School of Business at the University of California, Berkeley and has written two books on finance. He has also served as a Capital Markets Research Analyst, Innovation Manager, and contributing editor of MarketMinder.com. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex. Brown as an Assistant Vice President. Mike has been with Fisher Investments since 2002 and joined Fisher Investments’ Investment Policy Committee in 2017. He is currently the Senior Vice President of Research. He previously served as a Securities Team Leader, Institutional Client Services Manager, Capital Markets Team Leader and VP of Portfolio Management Communications. He has written six books, including As of 1/12/2018, Fisher Investments and its subsidiaries manage over $100 billion in assets—over $52 billion for North American private investors, over $41 billion for institutional investors and over $5 billion for European private investors. to high net worth individuals and institutions. Fisher Investments is not a broker-dealer and does not earn commissions on our client’s trades. Instead, Fisher Investments charges a percentage of assets under management. The firm's incentive to perform well is directly aligned with clients' investment objectives. What is the Fisher Investments approach? Fisher Investments fundamentally believes no investing style is permanently superior, but instead we understand that styles and philosophies cycle in and out of favor. As a result, we use a variety of tactics, dynamically managing client assets over time. We are committed to the development of new technologies to help understand capital markets in ways not yet realized. Since its inception, the firm has pioneered numerous financial innovations, some of which have become core concepts used as standards in the financial services industry today. How does Fisher Investments make money? Fisher Investments is a fee-only money manager; our fees are based on a percentage of clients' assets under management, making our incentive to perform well directly aligned with our clients' investment planning objectives. Some investment advisers are commission-based, which may create an incentive to increase turnover in your portfolio. Not Fisher Investments. We have found our fee schedule to be more cost efficient than many of the alternatives available to individuals, including the average no load mutual fund. Please ? Is your current investment strategy meeting your retirement needs? Retirement costs are increasing rapidly as medical breakthroughs and active lifestyles enable people to live longer. We manage investments for thousands of individuals, helping them achieve their goals of making their assets last through retirement and ideally leave excess for others.