Fisher Investments

Office address: 6500 International Parkway, Suite 2050, Plano, TX 75093 
Website: fisherinvestments.com 
Year established: 1979 
Company type: financial services 
Employees: 6,300+ 
Expertise: asset management, portfolio management, financial planning, retirement solutions, annuity evaluation, institutional investing, ESG investing, global equities, macroeconomic research, client service 
Parent company: N/A 
Key people: Damian Ornani (CEO); Ken Fisher (chair); Jeff Silk (vice chair); Bill Glaser, Jill Hitchcock, Laurine Garrity, and Justin Arbuckle (EVPs) 
Financing status: private equity-backed 

Fisher Investments is an independent investment adviser based in Plano. The firm serves clients worldwide and manages $362 billion in AUM for over 190,000 clients as of 2025. The company employs more than 6,300 people and uses a top-down global approach in its portfolio management and investment strategies. 

History of Fisher Investments 

In 1979, Ken Fisher founded Fisher Investments with a strong belief in free capital markets. The firm quickly became known for its research and new approaches to portfolio management. By the early 1980s, the company helped define six investment styles and led the way in US small cap value equity. 

Growth and global expansion 

In the 1990s, Fisher Investments reached $1 billion in assets and launched new global strategies. The firm opened offices in Woodside, California, and later expanded to Canada and the UK. By 2000, AUM hit $25 billion, and the company entered Germany through a joint venture 

New markets and milestones 

The 2010s brought rapid growth and more international offices, including Sydney and several European countries. Fisher Investments launched its 401(k) Solutions and marked $50 billion in assets in 2013. To support a more inclusive workplace and highlight its record of hiring and promoting women, the firm also created a diversity task force in 2019. 

Fisher Investments’ relocation and achievements 

In 2023, the company moved its headquarters to Plano, Texas, after changes to Washington state’s tax policy. This move reflected a broader trend of companies leaving high-tax states for more business-friendly locations.  

By 2025, the firm managed $362 billion in assets and operated 16 offices globally, including new locations in Saudi Arabia and New Zealand. Fisher Investments continues to grow after more than 45 years, helping clients around the world reach their financial goals. 

Fisher Investments products and services

Fisher Investments has a top-down, global investment approach and focuses on personalized solutions. The firm separates client service, sales, and portfolio management, aiming to give each client specialized attention: 

Personal wealth management 

• tailored portfolio management: creates investment plans based on client goals and needs 
• holistic financial planning: offers support for saving, investing, tax, and estate planning 
• annuity evaluation program: helps clients review and understand annuities 
• personalized retirement strategies: builds retirement plans based on each client’s full financial picture 

Institutional investing 

• global equity strategies: manages portfolios for global, US, and emerging markets 
• responsible investing: includes ESG factors at every investment level 
• personalized retirement outcomes: offers managed accounts tailored for retirement plan participants  
• macro-driven investment process: uses top-down research to guide security selection  

The firm's experienced leadership and strong research team allows it to focus on client interests and adapt strategies as markets change.  

Culture and corporate values 

Fisher Investments’ culture centers on client interests and a positive work environment. The firm says that employees work together in an open office and are recognized for their contributions. The company highlights several benefits for staff: 

• career growth: merit-based advancement and ongoing training for all employees 
• health coverage: 100 percent paid medical, dental, and vision premiums for staff and dependents 
• retirement savings: 50 percent 401(k) match up to the IRS maximum 
• paid time off: 20 PTO days and 10 paid holidays each year 
• family support: paid caregiver leave, fertility and family health assistance, and backup care for family members 
• work flexibility: hybrid work-from-home options based on role and performance 
• employee recognition: rewards and celebrates achievements at every level and department 

Fisher Investments also says that it values diverse perspectives and encourages new ideas from different backgrounds. More than half of its senior EVPs are women who report directly to the CEO. The firm aims to create an inclusive environment where people can thrive. 

About CEO Damian Ornani and key people

Damian Ornani serves as CEO of Fisher Investments and has held an executive officer role since 2005. Before becoming CEO, he was president of client acquisition and service; he was also co-president. Fisher earned his undergraduate degree from UC Santa Barbara. 

The executive leadership team guides Fisher Investments with deep experience and a focus on client service: 

• Ken Fisher is founder, executive chair, and co-chief investment officer who leads investment strategy and firm direction 
• Jill Hitchcock is senior EVP - US Private Client Group, and oversees private client service in the US 
• Bill Glaser is EVP - portfolio management and co-chief investment officer and manages portfolio decisions and investment policy  
• Jeff Silk is vice chair and co-chief investment officer who helps direct investment strategy and firm leadership 
• Laurine Garrity serves as senior EVP - global private client marketing, and leads global marketing and client outreach 
• Justin Arbuckle is senior EVP - Fisher Investments Institutional Group, and manages institutional client relationships and solutions 

The management team has led Fisher Investments in serving clients for more than 45 years. Their leadership has helped the firm deliver steady guidance and support to clients worldwide. 

The future at Fisher Investments 

Fisher Investments brought in Advent International, a private equity firm, and the Abu Dhabi Investment Authority, a sovereign wealth fund, as minority investors. The deal raised up to $3 billion and valued the firm at $12.75 billion after its 2024 announcement.  

This move helps the company keep its independence, supports long-term planning, and brings new expertise to the board. The partnership makes sure that the firm can keep serving clients with its unique culture and grow for years to come.