Investment Advisor Magazine Cites Ken Fisher on List of 30 Most Influential Wealth Management Figures Over Past 30 Years

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IA’s recognition coincides with release of ‘The Making of a Market Guru’ – a collection of 25 years of Ken Fisher’s ‘Portfolio Strategy’ columns in Forbes magazine.

Ken Fisher, founder and CEO of Woodside, CA-based Fisher Investments

“With more than 24,000 clients, 1,000 employees, and $39 billion in assets under management, Fisher Investments is about as big as it gets in the advisory world.” -Investment Advisor magazine

The editors of Investment Advisor, a leading monthly magazine and web site for wealth management professionals, have selected Ken Fisher, founder and CEO of Fisher Investments, and 29 other well-known investors, executives, regulators and political figures as the 30 most influential individuals in the industry in the last 30 years.

Investment Advisor published its “Thirty for Thirty” selection in a cover article commemorating the magazine’s 30-year history. In creating the list, the editors selected the individuals whom they judged to have had the most enduring impact on today’s wealth management industry.

“With more than 24,000 clients, 1,000 employees, and $39 billion in assets under management, Fisher Investments is about as big as it gets in the advisory world,” the magazine observed in citing Ken Fisher and his firm, Fisher Investments. The magazine credits Ken Fisher with an innovative approach to building and growing Fisher Investments, including:

  •     Strict separation between teams that sell Fisher Investments’ services and those who provide ongoing service to clients
  •     Fisher Investments’ extensive use of direct marketing
  •     The hiring of a formally designated Chief Innovation Officer

In an interview with the magazine, Ken Fisher also noted that Fisher Investments “distinguished ourselves a long time ago” by adopting “a complete, full global orientation from the beginning,” an approach that “most of our industry has not embraced.”

The magazine’s recognition coincides with the release this week of “The Making of a Market Guru,” (John Wiley & Sons, Inc.), a collection of Ken Fisher’s widely followed “Portfolio Strategy” columns in Forbes magazine going back 25 years. The author of the collection, Aaron Anderson, provides commentary putting Ken Fisher’s observations and market wisdom into helpful context for today’s investors. In addition to his Forbes column, Ken Fisher has written six books, three of which ranked as New York Times best-sellers, and has authored or co-authored more than a dozen scholarly papers. For more information, visit http://www.makingmarketguru.com.

Among the other prominent figures cited by Investment Advisor on its list of the 30 most influential figures in the industry are John Bogle, founder and former CEO of The Vanguard Group; Ned Johnson, Chairman and CEO of Fidelity Investments; Chuck Schwab, founder and Chairman of Charles Schwab & Co.; and Todd Robinson, founder and current Chairman of LPL. For more information, visit: http://www.investmentadvisor.com/Issues/2010/May-2010/Pages/30-for-30.aspx.

About Fisher Investments
Fisher Asset Management, LLC, doing business as Fisher Investments, is a portfolio management company founded in 1979 serving the needs of institutional and individual investors globally. Fisher Investments' clients include large corporate and public pension plans, foundations and endowments, as well as thousands of high net worth individuals. Fisher Investments is registered as an investment adviser with the Securities and Exchange Commission (SEC). Its portfolio management team is headquartered in Woodside, CA. For more information, visit: http://www.fisherinvestments.com.

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Krista Eccleston
Kreab Gavin Anderson
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