9 May 2008

Ken Fisher Named One of Most Influential Investment Advisors

Investment Advisor Magazine Names Fisher Investments CEO to the IA 25 List of Most Influential People in the Investment Advisory Universe

Woodside, Ca. (PRWEB) May 9, 2008 -- Fisher Investments, an independent global money management firm, today announced that Investment Advisor (IA) Magazine has named CEO Ken Fisher as one of the top 25 most influential people in the investment advisory universe. In the latest IA 25, Ken Fisher states Fisher Investments is a likely acquirer of RIA assets in 2008 and beyond. The firm recently completed the acquisition of substantially all of the assets of EconoStrat Advisory Corp., which was a registered investment adviser firm located in Bloomfield Hills, Michigan. Fisher plans to explore additional strategic acquisitions that fit with the firm's "overall scheme." In the latest rankings, IA also cites Fisher's unique marketing tactics and growth strategy as factors in the decision to include him in the 2008 IA 25.

"One reason for our success is that we are not afraid to test new ideas in our pursuit of excellence. For example, I believe Fisher Investments was the first money management firm to utilize direct marketing through Internet, radio, print and TV to contact prospective clients, a tactic that has contributed dramatically to the growth of our client base and has enabled us to focus on the business of money management," said Fisher. "We continuously develop new technologies and consider innovative investment theories that allow us to offer our clients unparalleled expertise and access amid increasing demand for our services."

About Ken Fisher

Ken Fisher is a financial columnist, best-selling author and CEO of Fisher Investments. He writes the prestigious "Portfolio Strategy" column in Forbes magazine, where his 23-year tenure of high profile stock picks makes him the fourth longest running columnist in Forbes' 90+ year history. Fisher is currently ranked #281 on the 2008 Forbes 400 list of richest Americans. Fisher's theoretical work in the early 1970s pioneered a tool known as the Price to Sales Ratio, now a core element of modern financial curriculum. In the 1980s, he and Fisher Investments' research team popularized a school of equity style management called domestic small cap value equity, now a major category for institutional and retail investors. The firm has since expanded its research and management expertise into a wide array of style-based strategies. Fisher's recent research focuses on the emerging field of behavioral finance, working with Dr. Meir Statman of Santa Clara University. http://www.kennethfisher.com.

About Fisher Investments

Fisher Investments is an independent, global money management firm headquartered in Woodside, CA. The firm was first founded in 1979 as a sole proprietorship by Ken Fisher, later incorporated in the state of California, and then reorganized as a Delaware limited liability company. Fisher Investments currently manages billions across two principal business units -- Fisher Investments Institutional Group and Fisher Investments Private Client Group. These units serve diverse groups of global clients, including corporate, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations, governments, and thousands of high net worth individuals. Fisher Investments is a registered investment adviser with the Securities and Exchange Commission under the Investment Advisers Act of 1940. http://www.fi.com

 

NOTES TO EDITORS


FISHER INVESTMENTS EUROPE LTD and FISHER INVESTMENTS


For a copy of Fisher Wealth Management’s comprehensive Markets Commentary report, visit www.fisherwm.co.uk or call 0845 458 1194.

Fisher Wealth Management is the operating name of Fisher Investments Europe Limited which is registered in England and is authorised and regulated by the Financial Services Authority. (Company number 3850593. Registered office: 16 Curzon Street, London W1J 5HP). Investment management services offered by the Company in the United Kingdom are provided by Fisher Investments.

San Francisco-based Fisher Investments is a discretionary, fee-based investment manager and adviser, established in the USA and regulated by the US Securities and Exchange Commission (SEC). The protections of the UK regulatory system, including the Financial Services Compensation Scheme, do not apply in relation to its services. The Company provides a variety of wealth management strategies and services to high net worth individuals and institutions, throughout North America and the United Kingdom.

With its founder’s industry history going back over 30 years, Fisher Investments has built a reputation of experience and innovation. From engineering the Price-to-Sales Ratio, to pioneering the identification of the Small Cap Value asset class, to recent developments in behavioural finance, Fisher Investments has continued to develop capital markets investment technologies for the purpose of providing excess return relative to benchmarks.

Ken Fisher's ‘Portfolio Strategy’ column in Forbes magazine, which he has been writing for the last 20+ years, is at www.fi.com/forbes.

The past is not necessarily a guide to future performance. The value of investments and the income from them will fluctuate with world stock markets and international currency exchange rates.


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