Fisher Investments
| Company type | Private |
|---|---|
| Industry | Asset management |
| Founded | 1979 |
| Founder | Ken Fisher |
| Headquarters | Plano, Texas , United States |
Key people | Damian Ornani (CEO), Ken Fisher (Executive Chairman and Co-Chief Investment Officer) |
Number of employees | 1100+ |
| Parent | None |
Fisher Investments is a privately held asset management firm based in Plano, Texas.
History
The company was established in 1979 by Ken Fisher, who led as CEO until July 2016. Currently, Damian Ornani serves as CEO, while Fisher continues his involvement as executive chairman and co-chief investment officer.
By June 2024, Fisher Investments and its affiliated entities were responsible for managing assets exceeding $275 billion worldwide for both individual and institutional clients. The organization comprises three primary divisions: Fisher Investments Institutional Group, Private Client Group, and Private Client Group International. In the same month, the firm announced the separation of its $4.75 billion 401(k) Solutions segment into an independent entity named Fisher Retirement Solutions.
International growth began with the creation of Fisher Investments Europe Limited in London in 1999, alongside expanding its presence within the United States through offices located in Vancouver, Washington; Plano, Texas; and Tampa, Florida. Additionally, it acquired Grüner Fisher Investments GmbH in Germany, making it a fully owned subsidiary.
The headquarters were developed on a 120-acre site known as the Fisher Creek campus in Camas, Washington. Construction of several buildings took place between 2011 and 2020 to support a workforce exceeding 1,100 employees. The firm now operates offices across eight countries globally.
In March 2023, Fisher Investments revealed plans to transfer its main headquarters to Plano, Texas, targeting completion by June 2023 while maintaining its Camas location with revised staffing arrangements.
In June 2024, Advent International together with the Abu Dhabi Investment Authority purchased a minority interest valued between $2.5 billion and $3 billion, placing the company’s valuation near $13 billion. Ken Fisher continues to hold approximately 70% ownership.
Ratings and awards
Grüner Fisher Investments earned recognition as the "Best Employer in the (German) Financial Sector" in both 2015 from Cash.Online and again in 2016 by Das Investment. Furthermore, Fisher Investments Europe, a wholly owned subsidiary, was honored with ADVFN's Wealth Manager of the Year award in 2016.
Corporate culture
According to a 2019 report by Bloomberg based on employee feedback, the work environment is characterized by intense pressure emphasizing client acquisition and retention. That year also saw CEO Ken Fisher attract criticism following controversial comments made at a CEO summit, which affected the firm's public reputation.