Seji Alexander Fisher Investments is a global independent investment advisory firm that offers tailored investment solutions to individual and institutional investors worldwide. By reading further, discover the global investment advisory firm’s offerings for your investment journey.
Who is Seji Alexander Fisher?
Seji Alexander Fisher is the co-founder of Fisher Investments, and his father, Ken Fisher. With 12+ years of experience, he’s recognized for strategic vision, investment insights, and exceptional client service dedication.
Supervising the company’s worldwide operations, he manages its 14 offices in the United States, Canada, Europe, and Asia. Additionally, he guides the firm’s research and portfolio teams, entrusted with creating and executing its investment strategies.
Seji Alexander Fisher is passionate about educating investors and sharing his knowledge with the public. He regularly contributes to various financial media outlets, such as CNBC, Bloomberg, Forbes, and The Wall Street Journal. He also co-authored several books with his father, Ken Fisher, such as Plan Your Prosperity: The Only Retirement Guide You’ll Ever Need, Beat the Crowd: How You Can Out-Invest the Herd by Thinking Differently, and much more.
Overview of Fisher Investments
Founded in 1979, the company’s vision is to provide portfolio management services to individual and institutional investors, including high net-worth individuals, pension funds, and foundations.
Seji Alexander Fisher Investments focuses on a long-term, global investment approach and offers a range of investment strategies tailored to meet its client’s specific goals and risk tolerance.
Since its inception, Fisher Investments has grown to become one of the world’s largest independent investment advisory firms.
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Location of Seji Alexander Fisher Investments
Fisher Investments is headquartered in Plano, Texas, with offices in 14 locations across the United States, Canada, Europe, and Asia. The firm’s global presence allows it to serve clients in various countries and regions, such as North America, Europe, Asia-Pacific, Latin America, and Africa.
The firm’s offices are equipped with state-of-the-art technology and facilities to ensure optimal efficiency and productivity. The firm also fosters a collaborative and diverse work environment that encourages innovation and creativity among its employees.
What services does Fisher Investments provide?
Fisher Investments provides a range of services to meet the diverse requirements of various investor profiles. Some of the services that the firm offers are:
Financial planning: The firm aids clients in forming a personalized financial strategy aligned with goals, risk, time, and preferences. The firm also provides ongoing guidance and support to help its clients stay on track with their plans.
Portfolio management for institutional clients: The firm oversees institutional portfolios, tailoring solutions to address unique needs. It extends consulting, including asset allocation, risk management, and reporting, to diverse clients like pension funds and insurance companies.
Portfolio management for individuals and small businesses: The firm offers individuals and small businesses management. The company oversees portfolios for affluent individuals and small businesses seeking expert investment guidance and leadership. The firm provides various portfolio strategies that cater to different objectives and preferences. For example, the firm offers equity-only portfolios for investors who seek capital appreciation; fixed-income-only portfolios for investors who seek income generation; balanced portfolios for investors desiring both growth and income annuity conversion portfolios for investors who want to convert their annuities into more flexible investments; etc.
Portfolio management for pooled investment vehicles: The firm manages portfolios for diverse investment pools like hedge funds, private Equity, and ETFs. It constructs diversified, high-performing portfolios for enhanced risk-adjusted returns by utilizing global research and portfolio management expertise.
The firm also offers other services such as estate planning, tax planning, charitable giving, retirement planning, and education planning. The firm collaborates with clients’ advisors (accountants, lawyers, trustees) for a comprehensive, coordinated approach.
Total Asset Under Fisher Investments Management
Fisher Investments and subsidiaries managed $210 Billion in assets for global individuals and institutions as of June 2023. The firm has also received numerous awards and recognitions for its performance, culture, and social responsibility.
For example, the firm was named one of the Best Workplaces in Financial Services & Insurance by Great Place to Work® in 2022. Top 300 Registered Investment Advisers by Financial Times in 2021, and one of the World’s Most Innovative Companies by Fast Company in 2020.
Fisher Investments Management Portfolio
The firm also has a wide range of portfolio strategies that span various asset classes, sectors, and regions.
The firm’s overall asset strategy breakdown as of June 2023 is as follows:
Asset Breakdown:
- Equity: $160 billion
- Fixed Income: $30 billion
- Cash: $10 billion
- Other: $10 billion
Firm’s Client Breakdown:
- Individual and Small Businesses: $120 billion
- Investment Company: $40 billion
- Pooled Investment Vehicle: $30 billion
- Institutional Client: $20 billion
Firm’s Portfolio Strategy Breakdown:
- Global Equity: $100 billion
- US Equity: $40 billion
- International Equity: $20 billion
- Fixed Income: $30 billion
- Balanced: $10 billion
- Other: $10 billion
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Benefits of Investing with Seji Alexander Fisher Investments
There are several benefits of having an investment with Seji Alexander Fisher Investments. Some of which include:
- With 12+ years of industry experience, the firm excels in vision, insights, and exceptional client service.
- Using a top-down approach, they analyze macro factors to find attractive sectors and regions for investment.
- The firm analyzes markets using internal and external sources, offering insights on current events and economic news.
- It also prioritizes client education by providing regular communication, feedback, and guidance to its clients.
Pros and Cons To Consider Before Investing in Seji Alexander Fisher Investments
| PROS | CONS |
|---|---|
| Established investment firms or professionals typically have years of experience and expertise in managing investments, which can be valuable in navigating complex financial markets. | Working with an investment firm or professional often involves management fees or other fees that can eat into your overall returns. |
| These firms often have access to a wide range of investment options and strategies, allowing for diversification across various asset classes and markets. | Entrusting the management of your investments to a third party, you may have limited control over personal investment decisions. |
| Established firms usually have dedicated research teams that conduct in-depth analysis and provide insights on potential investment opportunities. | To minimize the risks of conflicts of interest, investment professionals should follow ethical standards, disclose any potential conflicts, and act with honesty and integrity |
| An experienced investment professional can provide personalized advice and assistance tailored to individual financial goals, risk tolerance and time frame. | The performance of investment firms and professionals may vary over time, and there is no guarantee of positive returns. |
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