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Fisher Investments (FI) is an investment adviser registered with the US Securities and Exchange Commission (SEC). As of December 31, 2019 FI managed over $120 billion USD, including assets sub-managed for its wholly-owned subsidiaries. All assets as of December 31, 2019 in this document are preliminary and subject to reconciliation of accounts. FI and its subsidiaries consist of four business units – Fisher Investments Institutional Group (FIIG), Fisher Investments US Private Client Group, Fisher Investments Private Client Group International, and Fisher Investments 401(k) Solutions Group. The Investment Policy Committee (IPC) is responsible for all investment decisions for the firm’s strategies. All assets as of December 31, 2019 in this document are preliminary and subject to final reconciliation of accounts.
Number of staff shown in OO 02.3 represents full-time employees of FI and its subsidiaries as of December 31, 2019.
All assets as of December 31, 2019 in this document are preliminary and subject to reconciliation of accounts.
AUM by market is captured by client location.
“Other Markets” include, Bermuda, British Virgin Islands, Cayman Islands, Europe countries, Foreign countries, Global countries, and Monacco.