Fisher Investments is a large US-based investment management company that provides portfolio management services to individual and institutional investors. When considering using Fisher Investments, there are some key pros and cons to weigh. Pros include Fisher’s long track record, research-focused investment process, large analyst team, and tax-efficient strategies. Cons revolve around the firm’s reputation for aggressive marketing and fee structure. This article will provide an overview of the key pros and cons of Fisher Investments to inform potential clients.
Fisher Investments has a long track record spanning over 40 years
Fisher Investments was founded in 1979 by CEO Ken Fisher and has grown to manage over $197 billion in assets. The firm has over 4 decades of experience managing client assets across a range of market environments. This long track record can give investors confidence that Fisher has the skills and experience to manage money effectively over the long run.
Fisher utilizes a research-intensive investment approach focused on identifying market inflection points
Fisher Investments employs over 50 research analysts that utilize quantitative models and fundamental analysis to study the global investment landscape. Fisher’s investment process aims to identify key market inflection points where the market is poised to change direction. This rigorous research-focused approach can allow Fisher portfolio managers to capitalize on major market turns.
Fisher Investments provides exposure to a large team of over 50 investment analysts
With over $197 billion in assets under management, Fisher Investments has the scale and resources to support a large team of over 50 analysts covering global markets and securities. By providing clients exposure to this deep analyst bench, Fisher can provide very broad market perspective and insights into Fisher’s investment methodology and thought process.
Fisher’s tax-managed transition process aims to minimize taxes when transferring to Fisher’s platform
Fisher Investments offers a tax-managed transition when onboarding new clients. By carefully analyzing a prospective client’s existing portfolio, Fisher aims to transfer securities to Fisher’s platform in a tax-efficient manner to reduce tax impacts. This can save clients meaningful money during the transition.
In summary, key pros of using Fisher Investments include their long 40+ year history, research-intensive investment approach, large team of analysts, and tax transition process. Main cons relate to reputation concerns over aggressive marketing and fees.