Firm reaches significant milestone on long-term mission
CAMAS, Wash., Sept. 22, 2021 /PRNewswire/ — Fisher Investments—the US-based parent company of Fisher Investments Australia—recently surpassed 100,000 clients across its four primary business units: US Private Client, Institutional, Private Client International, and 401k Solutions.
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 honoured 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 Australia®:
Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services to wholesale clients only and outsources portfolio management to its parent company, Fisher Asset Management, LLC (AR 001292046), which does business in the United States as Fisher Investments. Fisher Investments Australasia Pty Ltd was established in 2013 and is based in Sydney. For more information on Fisher Investments Australia, please visit https://www.fisherinvestments.com/en-au.
About Fisher Investments
Fisher Investments is an independent, fee-only investment adviser. As of 30/06/2021, Fisher Investments and its subsidiaries manage over $250 billion in assets globally—over $192 billion for private investors, $55 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. Not all strategies are offered/sold in all jurisdictions. 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 www.fisherinvestments.com. Assets under management figures are presented in Australian dollars.