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F

Working at Fisher Investments

Zippia Score 3.9

Overview

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Fisher Investments Overview

Industry
Financial Services
Headquarters
Camas, WA
Founded In
Website
Organization Type
Private
Social Media

Established in 1979, Fisher Investments helps global investors achieve their long-term financial objectives by offering investment management and retirement planning services. They use a client-first approach, providing tailored portfolio management services designed to meet each investors’ individual objectives. Clients receive attentive service from a dedicated investment counselor who takes the time to review a client’s personal financial goals. Guided by the Investment Policy Committee, headed by expert investor Ken Fisher, investment counselors regularly keep clients informed about their portfolios and answer any questions or concerns they might have.

Specializing in client-focused service: As an independent, fee-only investment advisor, Fisher Investments doesn’t sell commission-based financial products or earn commissions on trades. This fiduciary standard allows the firm to put clients’ best interests first. Fisher Investments reviews each client’s financial situation, including household finances, cash flow needs, time horizon, income sources etc. to create a customized financial plan.

Providing employees with life-long careers: Fisher Investments hires and promotes employees based on their potential and “will-do” attitude; taking pride in building teams of people with unique perspectives and diverse backgrounds. The firm is an equal opportunity employer, meaning Fisher Investments reviews each candidate based on merit rather than their personal background. Through ongoing development, opportunities and coaching, each employee is empowered to achieve excellence as they grow a lifelong career with the company.

Unique in the industry: Fisher Investments and its subsidiaries have thrived and now manage billions in assets for thousands of high-net-worth individuals and institutions around the globe. The firm’s success is driven by more than 5,000 dedicated employees who operate out of 17 countries. With a global reach and focus, Fisher Investments has the ability to review various market indicators, determining how to position clients’ portfolios in line with their long-term goals.

To determine whether Fisher Investments would be a good fit for you, review the opportunities available by visiting www.fishercareers.com.

To review Fisher Investments Disclosures, please visit https://www.fisherinvestments.com/about/legal-disclosures

Follow Fisher Investments’ Facebook and Instagram pages to learn more about Life At FI: www.instagram.com/fishercareers www.facebook.com/fishercareers

Fisher Investments's Mission Statement

Bettering the investment universe. On a regular basis, Fisher Investments reviews market commentary and investment advice aimed to help global investors better understand the context of current market trends and financial topics. Fisher Investments believes investors can identify better investment opportunities if their decisions are based on logical reasoning, rather than emotion. The firm invites you to check out reviews from Fisher Investments’ employees to get a firsthand look at their experiences.

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4.7/5

Fisher Investments employee reviews

Based on 3 ratings

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Fisher Investments culture

  • What makes Fisher Investments a great place to work

    For more than 40 years we’ve been helping clients reach their financial goals by providing a tailored approach to investment management. You’ll find that we’re a different kind of investment firm than most in the industry and work for a bigger purpose: bettering the investment universe. We are driven to make things better for our employees, our clients and the industry. Better for our employees: Our employees drive our firm’s success. We hire and promote employees based on their merit, potential and “will-do” attitude and take pride in building teams of people with unique perspectives and diverse backgrounds. Through ongoing development opportunities and coaching, each employee is empowered to achieve excellence as he or she grows a lifelong Fisher career. While everyone forges their own unique path at Fisher, together we are all on a journey to better the investment universe. Better for our clients: As an independent, fee-only investment advisor, we don’t sell commission-based financial products or earn commissions on trades. For us there is nothing more important than helping our clients achieve their long-term goals. We strive to provide unparalleled service that always puts their interests first while providing stability and peace of mind. When our clients do well, we do well. Better for the industry: By offering a different and better business structure that puts client service first, Fisher Investments and our subsidiaries have thrived and now manage billions in assets for thousands of high-net-worth individuals and institutions around the globe. Our success is supported by more than 3,500 dedicated employees operating out of 17 countries. Looking ahead, we will continue to grow and build on our legacy of bettering the investment universe.

  • What is Fisher Investments's culture like

    We do things differently from other investment firms—not just to be different, but because it matters for our clients. We designed our entire business to minimize conflicts of interest. We have a strong division of labor between our sales and service roles, allowing employees in each role to focus on their strengths. At Fisher, our client service focuses entirely on providing superior service, not additional sales. This clear focus on servicing our clients is what makes Fisher a better place to work, too. By creating a positive, productive and rewarding work environment, we are able to maximize the quality of service we deliver to each and every client. In doing so, we are proud to be recognized as a top place to work.

Fisher Investments employee reviews

Fisher Investments employee reviews
4.7/5

Based On 3 Ratings

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Employee Reviews
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5.0
A zippia user wrote a review on Oct 2023
Pros of working at Fisher Investments

I've been at FI for a decade and worked at a variety of other places in the industry for a decade before that. Fisher is by far the best place I've ever worked. FI has a mission driven culture to help clients succeed, while also investing in employees. In just a few years, you'll get opportunities to learn, do different things and develop skillsets you wouldn't get in an entire career somewhere else. I've seen countless people grow, do different things, and continue to rise up the ranks here. FI is very much a meritocracy—you are in control of your own destiny. Senior Management listens and acts on employee feedback—not always at the speed people demand, but the effort is there. Fisher isn't perfect (nowhere is), but it is as close as you can get in this industry.

Cons of working at Fisher Investments

There's no two ways about it—you have to work hard here to make it. That's clearly not for everyone. But if you are willing to do the work, put in the time, and have a vested interest in the success of the company—you will reap the rewards.

Fisher Investments Benefits

Fully paid medical, dental and vision premiums. 50% 401k match up to the IRS limit.

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5.0
A zippia user wrote a review on May 2022
Pros of working at Fisher Investments

Good benefits and coworkers. Great place to start and develop a career with on job training and promotion opportunities.

Cons of working at Fisher Investments

Long and demanding hours.

Fisher Investments Benefits

Flexible hours with wfh.

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The team at Fisher Investments

  • The founders of Fisher Investments is Ken Fisher.
  • The key people at Fisher Investments are Damian Ornani and Ken Fisher.
Key People
D
Damian Ornani
K
Ken Fisher
The Inside Scoop
For over 40 years, Fisher Investments has worked in our clients’ best interests by thinking and acting independently rather than following outdated industry practices. Our personalized approach, our total commitment to serving our clients and our inv...esting experience make us unique in our industry. That’s why Fisher Investments currently manages $197 billion* for investors worldwide and helps over 100,000 clients* meet their financial goals. Top Workplaces 2022 - The Oregonian Best Workplaces in Texas 2019 - Great Places to Work Top 100 Places to Work 2018 - The Dallas Morning News
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Updated March 14, 2024

Zippia gives an in-depth look into the details of Fisher Investments, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Fisher Investments. The employee data is based on information from people who have self-reported their past or current employments at Fisher Investments. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Fisher Investments. The data presented on this page does not represent the view of Fisher Investments and its employees or that of Zippia.

Fisher Investments may also be known as or be related to FISHER INVESTMENTS LTD, Fisher Asset Management, LLC, Fisher Investments, Fisher Investments Inc and Fisher Investments, Inc.