Fisher Investments, with $236 billion in client assets, said through a spokesperson that the firm was not being sold to Advent International or another firm. But now it appears that one potential ...

Fisher Investments offers portfolio management and financial planning for wealthy investors. When you sign up, an investment advisor designs and manages a customized portfolio for your goals based ...

Fisher Investments — the giant investment fund headed by billionaire Ken Fisher — has sold a minority stake in the firm that values it at nearly $13 billion. Under the deal, Boston-based ...

Fisher Investments, a money-management firm boasts $205 billion in assets under management. Fisher Investments faced scrutiny in 2019 following Ken Fisher's controversial comments at a San ...

Learning about Fisher Investments' minority stake sale for $3B in June left virtually every wealth management industry observer both incredulous at Fisher's good fortune and also envious at their ...

Fisher Investments has announced that two new investors will be taking a minority stake in the firm. Ken Fisher started his eponymous investment business back in 1979 and today it, and its ...

To Fisher Investments, investing globally is key to proper diversification. In our experience, Americans tend to own mostly US stocks—a mistake, in our view.

While extreme, Fisher Investments thinks it shows the danger of locking in downside and missing upside returns. Exhibit 1: Value of $500,000 Invested in 1988 Source: FactSet, as of 6/7/2022.

Money-management firm Fisher Investments late Tuesday denied a report that it’s in sale talks with private-equity firm Advent International. The Wall Street Journal, citing sources familiar with ...

Overall, Fisher Investments benefits from a strong investment culture, earning it an Above Average Parent Pillar rating. Portfolio management turnover has been minimal at the firm over the past ...

Fisher Investments sells minority stake of up to $3 billion to Advent International First-ever outside investment in fund is part of founder Ken Fisher’s long-term estate planning By Mike Murphy ...

Fisher founded his firm in San Francisco in 1979. He has described himself as one of the pioneers when it comes to applying price-to-sales analysis as a key metric to evaluate investments.