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Fisher Investments Overview

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street and we’re proud to do things differently than others in the industry. We stand apart and work for a bigger purpose: bettering the investment universe. We’ve grown rapidly over the past 40 years and currently maintain four principal business units: Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, serving over 65,000 high-net-worth individuals and institutions.
Our difference starts with a single-minded focus on doing what’s best for our clients. Service is our calling and our mission. It’s the reason we exist. For us, there is nothing more important than our clients’ peace of mind when it comes to their future. We are proud to offer high-touch client service, global investing expertise, in-house research and thought leadership.
At our core is a need to find a better way. We innovate and continually learn; we explore new possibilities and processes, all so we can deliver more for our clients. This commitment to better has shaped every aspect of our business.

Purpose
Better the Investment Universe
Vision
Boldly Pioneering Tomorrow's Investment Solutions Today, Assuring Success. We will maximize the firm’s long-term enterprise value by independently striving to dominate our chosen markets. Our quest requires delivering unparalleled service, continuous education, and appropriate solutions to our clients and always considering their interests first. We believe in directness, delivering personal via machine, driving quality through scale, being fact-driven, and demanding metric-based accountability. We will develop human capital from within by building breadth and depth in individuals. We endeavor to build lifelong careers and reward those embodying loyalty, flexibility, and “will-do”. To succeed, we must have an inclusivve culture, actively developing and supporting diversity across the vast spectrum of human differences, creating a place of authentic belonging for all. Along this journey, we seek to better the investment universe by doing what others haven’t done yet. We will create knowledge, foster innovation, embrace change, and be unconstrained by convention.
Additional Culture Details
Working at Fisher Investments is an experience that challenges the preconceptions that most have of what it’s like working in the financial industry. We’re focused on our bold purpose of Bettering the Investment Universe and provide unparalleled service by putting our clients’ interests first. Our energizing work environment is filled with intelligent and motivated people. Employees put their best effort forward every day. Heading home, they feel good about their accomplishments and are able to leave work in the office. At Fisher, employees are encouraged take advantage of the many learning and development opportunities so they chart their own Fisher careers paths based on their skills and interests.
But in the end, it’s not the money that keeps people at Fisher. They stay because this is a place where they can make a difference, develop new skills, and be continually challenged. They want to make a difference in an industry that needs different. And together, we are Driven by Better.
Values
Be high-minded
Do right by the client + do no harm + reject entitlement mentality + mean well, do good
Be unconstrained by conventional wisdom
Realize opportunities others won’t + do what others haven’t + yet – be a step ahead + take measurable risks + challenge unproductive biases
Develop human capital
promote from within wherever possible + promote based on merit, potential, and attitude + build breadth and depth in individuals + reward “will do” and high potential, not “can do” + attract talent actively and collectively
Be training and knowledge oriented
train and develop employees + educate + develop capital markets technology
Control our destiny
maintain independent ownership + decide decisively + disintermediate + prefer vertical integration + preserve the core + actively maintain our culture
Demand metric-based accountability
measure and track results + support a meritocracy + follow appropriate policies, procedures, regulations, and laws
Be fact driven
think analytically + test, test, test
Drive quality through size
scale unlocks opportunities + test, analyze, improve, increase + think “globally”
Deliver personal via machine
be direct (own the customer relationship) + specialize labor + mass personalize + leverage technology
Focus on long-term maximization
maximize spread between the value and acquisition cost of revenue + look to public markets for valuation measures
Headquarters
Camas, WA
Employees
3,131 US Employees
Industry
Investment Management
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Awards

Top Workplaces Regional Awards
2020
2019
2018

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