You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it. Answer from yerrmomgoes2college on reddit.com
HedgeFollow
hedgefollow.com › hedge funds › fisher asset management › fisher asset management fund performance
Fisher Asset Management Fund Performance History & Annualized Return
Historical performance of Fisher Asset Management, showing the return on investment of the portfolio managed by Ken Fisher and comparing it to other hedge funds.
Fisher Investments
fisherinvestments.com › home › personal wealth management › how we're different › performance
Investment Performance | Personal Wealth Management | Fisher Investments
Learn more about how Fisher Investments calculates performance and our established history of delivering results to our clients for over 40 years.
Videos
10:57
Ken Fisher Talks Short-Term Market Swings, Natural Disasters, US ...
05:52
Fisher Investments - The Near-Perfect Recession Indicator
05:57
Why is the Market Looking to Humiliate You? - YouTube
07:00
Rethink What You Know About Corporate Earnings - YouTube
06:52
Fisher Investments Reviews Why Portfolio Underweights and Overweights ...
10:11
Is Now a Good Time to Invest in Stocks? - YouTube
OPERS
opers.org › investments › Defined-Contribution › profiles › Fisher-Investments-US-Total-Return.pdf pdf
FISHER INVESTMENTS US TOTAL RETURN
5. For the period from September 1, 1994 through September 30, 2007, performance for this composite was determined using time-weighted rates of · return, with valuation on at least a monthly basis and geometric linking of periodic returns. On October 1, 2007, Fisher Investments adopted a new
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5
Fisher Investments - Asset Management Company | Morningstar
Portfolio management turnover has been minimal at the firm over the past five years. Stability on the personnel front boosts confidence in its staying power. Fisher Investments's risk-adjusted performance compares similarly to competitors.
Reddit
reddit.com › r/investing › anyone using fisher investments and feel like it's worth it?
r/investing on Reddit: Anyone using Fisher Investments and feel like it's worth it?
August 16, 2024 -
I've (52M) been talking with a Fisher rep for awhile, I've been through the analysis process, and they make a fairly compelling case that, net fees, they could improve my returns 4 to 5%.
I'm skeptical, but I'm also a "set it and forget" it investor, about 10% bonds, 50% VOO, 10% VTI/small cap, and the rest in target date funds.
My portfolio is a little unbalanced and spread over a bunch of accounts I've accumulated over the years. Overweight in some areas, underweight in others. I could consolidate and balance, but I hate to think I'm leaving money on the table with a mostly hands off approach. Hoping to semi-retire in 10 years.
Anyone using Fisher, or other similar firm, and feel it's worth the fees?
EDIT: Fisher fee is 1.25. Most of my ETFs are .03 to .1
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You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it.
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So Fisher can beat the S&P 500 by 4-5% after fees? No way!
O'Reilly
oreilly.com › library › view › the-only-three › 9780470292679 › apk.html
K. Fisher Investments Global Total Return Performance - The Only Three Questions That Count: Investing by Knowing What Others Don't [Book]
October 20, 2008 - These results have been prepared and presented in compliance with GIPS standards for the period January 1, 1995 through June 30, 2006. The composite's performance before 12/31/95 comprises equity-oriented, ...
Authors Kenneth L. FisherJennifer Chou…
Published 2008
Pages 480
Fisher Investments
fisherinvestments.com › home › resource library › fisher investments faq
What is Fisher Investments' Performance History? | General
How much money does Fisher Investments have under management? As of 12/31/2025, we manage over $386 billion for private clients and institutions globally.* Find out more about our assets under management here.
Reuters
reuters.com › plus › fisher-investments-is-the-past-prologue
Is the Past Prologue? Fisher Investments Reviews Market History
In Fisher Investments’ experience, investors don’t consciously believe past performance predicts. But that fallacy underlies a number of common assumptions. When markets are bad, many presume downturns will continue. Similarly, throughout market history, observers fall into euphoric patches, ...
Hedge Fund Alpha
hedgefundalpha.com › home › stocks analysis › ken fisher portfolio revealed: his top stock holdings
Ken Fisher Portfolio Revealed: His Top Stock Holdings
March 25, 2024 - From the available data, we can see that in the period between 2013 and 2018, Fisher Investments delivered a gain of 124%, overperforming the S&P 500 which produced a gain of 91%, and the average hedge fund with a gain of 4.3%. From 2018 the ...
Yahoo! Finance
finance.yahoo.com › quote › QDISX › performance
FI Instl Group Stock for Ret Plns (QDISX) Performance History - Yahoo Finance
Current and Historical Performance Performance for FI Instl Group Stock for Ret Plns on Yahoo Finance.
Trustnet
www2.trustnet.com › managers › factsheet › ken-fisher › ima-utoeic › O › MC1222897
Ken Fisher | Fund manager factsheet | Fisher Investments Institution | Trustnet
Ken Fisher founded Fisher Investments in 1979, which is now a $236-plus billion investment adviser and money management firm serving large institutions, high net worth individuals and small business retirement plans globally. He was CEO for 37 years and now serves as Executive Chairman and ...
Insider Monkey
insidermonkey.com › hedge-fund › fisher+asset+management › 11
Ken Fisher - Fisher Asset Management - 2026 13F Holdings, Performance, and AUM - Insider Monkey
At Insider Monkey, we also calculated Fisher Investments’ performance by taking into account the fund’s positions disclosed in quarterly 13F filings with the Securities and Exchange Commission. We only took into account the fund’s long positions in companies worth over $1.0 billion.
TipRanks
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
2 days ago - Compare Fisher Asset Management LLC's performance with other Hedge Funds and the S&P 500 ... Fisher Asset Management LLC’s portfolio gain since Jun 2013 was -81.95%. What is Fisher Asset Management LLC’s Sharpe Ratio?
Fisher Investments
fisherinvestments.com › home › resource library › fisher investments faq
FAQ | Fisher Investments
How much money does Fisher Investments have under management? As of 12/31/2025, we manage over $386 billion for private clients and institutions globally.* Find out more about our assets under management here.
Yahoo! Finance
ycharts.com › separate_accounts › S:0P00016RYU › total_return_forward_adjusted_price
Fisher Global Total Return Focused Performance & Stats
Performance · Allocations · Holdings · Fundamental Chart · Scatter Plot · Stress Test · Data · More · Sep '18 · Jan '19 · May '19 · 285.00 · 270.00 · 255.00 · 240.00 · View Basic Info Start Trial · Loading chart... Name · 2018 · 2019 · 2020 · 2021 · 2022 · 2023 · 2024 · YTD · Fisher Global Total Return Focused ·
Bogleheads.org
bogleheads.org › board index › us investors › personal investments
Fisher Investments [vs S&P500] - Bogleheads.org
2) Ask for details of Fisher’s performance specifically throughput the ‘08 financial crisis. Expect a lot of gobbledygook responses. Hint: they rode it all the way down, getting none of their clients out before the bottom. ... As a real example, my employer moved my 401k account to Fisher Investments 401(K) Solutions (recordkeeping by Ascensus) and here are my returns so far: 2017-02: $115k moved to Fisher from Massmutual 401k Allocation= Fisher 90% Equity 10% Fixed Income (100)=Fisher U.S.
Fisher Investments
fisherinvestments.com › en-us › resource-library › faqs › frequently-asked-questions › what-is-fisher-investments-performance-history
What is Fisher Investments' Performance History? | General | Fisher Investments
We are proud of our performance history. Since we opened in 1979, we have developed investing strategies and innovative approaches to analyzing how economic, political and sentiment factors drive markets.
Financial Times
markets.ft.com › data › funds › tearsheet › performance
FI Institutional Group Stock Fund for Retirement Plans, QDISX performance - FT.com
The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date.
Macroaxis
macroaxis.com › home › fund directory › fund profile › year to date return
Fisher Fixed Income Year To Date Return Analysis (NMFQS:QDIBX) | Macroaxis
July 3, 2025 - Based on the company's disclosures, Fisher Fixed Income has a Year To Date Return of 2.9138%. This is much higher than that of the Fisher Investments family and significantly higher than that of the Intermediate Core Bond category.