Fisher Investments: A Fiduciary Investment Adviser in Atlanta, GA
What is Fisher Investments?
Fisher Investments is a fee-only investment adviser that provides tailored portfolio management to clients across the US and around the world. The firm was founded in 1979 by Ken Fisher, a renowned investor and author who has been named one of the most influential people in the investment industry by Bloomberg Markets. Fisher Investments has over $211 billion in assets under management and serves more than 135,000 clients globally.
What services does Fisher Investments offer?
Fisher Investments offers a range of services to help clients achieve their long-term financial goals, including:
- Personal wealth management: Fisher Investments works with individual investors to create customized portfolios that align with their needs, objectives, risk tolerance, and time horizon. Clients have access to a dedicated Investment Counselor who provides ongoing guidance and support throughout their relationship with the firm.
- Institutional investing: Fisher Investments manages assets for large organizations such as corporations, foundations, endowments, and sovereign wealth funds. The firm leverages its global research capabilities and top-down investment approach to deliver superior performance and service to institutional clients.
- 401(k) solutions: Fisher Investments provides retirement plan solutions for small and medium-sized businesses. The firm helps plan sponsors design, implement, and monitor their 401(k) plans, while also providing education and advice to plan participants.
Why choose Fisher Investments as your investment adviser in Atlanta, GA?
If you are looking for an investment adviser in Atlanta, GA, you may want to consider Fisher Investments for the following reasons:
- Fiduciary duty: Fisher Investments acts as a fiduciary for its clients, which means it is legally and ethically obligated to put their interests ahead of its own. The firm does not receive any commissions or kickbacks from selling products or services, and only charges fees based on the amount of assets it manages for clients.
- Global perspective: Fisher Investments has a global outlook on investing, which helps it identify opportunities and risks across different markets and regions. The firm uses a top-down approach to portfolio construction, which starts with analyzing macroeconomic factors such as politics, sentiment, and monetary policy, before selecting individual securities that are expected to outperform.
- Client service: Fisher Investments strives to provide exceptional client service and communication. The firm assigns each client a dedicated Investment Counselor who serves as their primary point of contact and keeps them informed about their portfolio performance and strategy. The firm also hosts regular seminars and webinars to educate clients on various financial topics and market trends.
Where is Fisher Investments located in Atlanta, GA?
Fisher Investments has a local office in Atlanta, GA, that serves existing and prospective clients in the Atlanta metropolitan area and throughout Georgia. The office is located at:
Fisher Investments 1050 Crown Pointe Parkway Suite 340 Atlanta, GA 30338
You can call the office at (404) 620-5913 or visit their website to learn more about their services and schedule an appointment.
Conclusion
Fisher Investments is a fee-only investment adviser that offers personalized portfolio management to clients across the US and around the world. The firm has a fiduciary duty to its clients, a global perspective on investing, and a commitment to client service. If you are looking for an investment adviser in Atlanta, GA, you may want to consider Fisher Investments as a potential partner for your financial future.
