Fisher Investments is a prominent independent, fee-only investment adviser.
Headquartered in Plano, Texas, Fisher Investments has grown to manage over $294 billion in assets for a diverse global clientele, including private investors, institutions, and retirement plans.
If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me ([email protected]) or WhatsApp (+44-7393-450-837).
This page will talk about what services Fisher offers, key leadership, and locations.
What is Fisher Investments?
Fisher Investments, founded in 1979 by Ken Fisher, began with a foundational belief in capitalism and free capital markets, pioneering a new school of equity style management: domestic small cap value equity.
Today, Fisher Investments and its subsidiaries operate in 15 offices, serving over 165,000 clients globally. The firm continues to develop innovative capital markets technologies to help clients achieve their financial goals.
What does Fisher Investments do?
Fisher Investments offers a range of services across four principal business units:
- Personal Wealth Management Group: Manages over $249 billion for families and individuals worldwide, providing personalized wealth management solutions.
- Institutional Investing Group: Oversees more than $43 billion for organizations, including corporate, public, and multi-employer pension funds; foundations and endowments; insurance companies; healthcare organizations; governments; and investment companies.
- 401(k) Solutions Group: Offers retirement plan services to small and mid-sized businesses, assisting them in managing employee retirement benefits.
- Private Client Group: Serves high-net-worth individuals outside the United States, providing tailored investment strategies to meet their financial goals.
Who owns Fisher Investments? Fisher Investments Executive Leadership
- Ken Fisher – Founder, Executive Chairman, and Co-Chief Investment Officer: Ken Fisher established Fisher Investments in 1979 and has been instrumental in its growth into a global investment management firm.
- Damian Ornani – Chief Executive Officer: Joining Fisher Investments in 1997, Damian Ornani became CEO in 2016. He oversees the firm’s day-to-day operations and its primary business units, including US Private Client, Institutional, Private Client International, and 401(k) Solutions.
- Jeff Silk – Vice Chairman and Co-Chief Investment Officer: One of the first members of Fisher Investments, Jeff Silk has been with the firm since 1983. He has held various roles, including President and Chief Operating Officer, and has been instrumental in developing the firm’s portfolio management, research, and trading technologies.
- Bill Glaser – Executive Vice President, Portfolio Management & Co-Chief Investment Officer: Joining Fisher Investments in 1999, Bill Glaser has served on the firm’s five-member Investment Policy Committee since 2011 and was appointed Co-Chief Investment Officer in 2022. He oversees the Portfolio Management Department, including Research, Investment Operations, and Portfolio Evaluation Groups.
- Justin Arbuckle – Senior Executive Vice President, Institutional Group: Justin Arbuckle leads the Institutional Group, serving the investment needs of corporate, public, and multi-employer plan sponsors, sovereign wealth funds, not-for-profit entities, and other organizations. He meets regularly with institutional clients and prospective clients globally.
Fisher Investments Offices and Global Locations
Corporate Offices (US):
- Plano, Texas: 6500 International Parkway, Plano, TX 75093.
- Camas, Washington: 5525 NW Fisher Creek Drive, Camas, WA 98607.
- San Mateo, California: 1450 Fashion Island Boulevard, San Mateo, CA 94404.
- Tampa, Florida: 3109 W Martin Luther King Jr Boulevard, Suite #600, Tampa, FL 33607.
Personal Wealth Management Local Offices (US):
- Phoenix, Arizona: 2425 E Camelback Road, Suite 660, Phoenix, AZ 85016.
- Irvine, California: 20 Pacifica, Suite 630, Irvine, CA 92618.
- Greenwood Village, Colorado: 5299 DTC Boulevard, Suite 1140, Greenwood Village, CO 80111.
- Atlanta, Georgia: 1050 Crown Pointe Parkway, Suite 340, Atlanta, GA 30338.
- Oakbrook Terrace, Illinois: 18W140 Butterfield Road, Suite 1180, Oakbrook Terrace, IL 60181.
- Northbrook, Illinois: 500 Skokie Boulevard, Suite 250, Northbrook, IL 60062.
- Houston, Texas: 3555 Timmons Lane, Suite 1225, Houston, TX 77027.
- Vienna, Virginia: 8045 Leesburg Pike, Suite 260, Vienna, VA 22182.
- Bellevue, Washington: 10900 NE 8th Street, Suite 1325, Bellevue, WA 98004.
Corporate Offices (International):
- Sydney, Australia: Level 12, 20 Martin Place, Sydney, NSW 2000.
- Frankfurt, Germany: St Martin Tower, Franklinstraße 61 – 63, 60486 Frankfurt am Main.
- Dublin, Ireland: 2 George’s Dock, 1st Floor, International Financial Services Centre, Dublin 1, D01 H2T6.
- Tokyo, Japan: Ark Hills Sengokuyama Mori Tower 26F, 1-9-10 Roppongi, Minato-ku, Tokyo 106-0032.
- Luxembourg: K2 Building, Forte 1, 2a rue Albert Borschette, Third Floor, L-1246 Luxembourg.
- Riyadh, Saudi Arabia: Faisaliah Tower, King Fahd Rd, 1808-09, Building No. 7277, Floor 18, Riyadh 11524.
- Dubai, UAE: DIFC—Gate Building, Level 15, Office 51, Dubai, 121208.
- London, United Kingdom: Level 18, One Canada Square, Canary Wharf, London, E14 5AX.
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