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MFWire: Purisima Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Fisher Asset Management LLC
13100 Skyline Boulevard
Woodside, CA  94062-4547
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Contact
Main Phone: 415-851-7925
Web Site: http://www.fi.com/

Mutual Fund Brand(s)
Purisima Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Fisher Investments was founded in 1979 and is an independent, privately-owned money management firm with more than $44 billion (as of 6/30/11) under management. Fisher Investments is comprised of Fisher Investments Institutional Group and Fisher Investments Private Client Group. Fisher Investments' clients include over 100 large institutions and over 25,000 high net worth individuals. The firm and its chief executive, Kenneth Fisher, have had some run-ins with regulators over its investment strategies. In 2004, the Securities & Exchange Commission ended its inquiry into claims by investors that the firm engaged in false advertisement pertaining to its custom-tailored portfolios without recommending any enforcement action against Fisher Investments. The NASD's 2004 review of Fisher's affiliated brokerage, Purisima Securities, also did not result in disciplinary action. Purisima ceased operations in February, 2005. In July 2011, Fisher Investments Inc., was once again the subject of an inquiry into breach of contract by a third party arbitration shop. This time, the firm shelled out $376,075 for breaching its fiduciary duty to a retired investor.
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    Key People:
    Kenneth Fisher
    CEO & CIO, Fisher Investments
    Story Archive for Fisher Asset Management LLC
    Published On Story Headline Publication
    7/3/2017 Fisher Investments Has a New VP of Sales 401kWire.com
    10/2/2015 Nine of America's Richest People Are Fundsters MFWire.com
    4/16/2015 An Outspoken RIA Billionaire Prepares to Step Down MFWire.com
    6/28/2013 A Fisher PM Retires MFWire.com
    9/20/2012 Two Pairs of Johnsons Still Top Fundsters on Forbes' List MFWire.com
    8/10/2011 Is Gross' New Normal Really Here? MFWire.com
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