UPDATE: Ken Fisher Not Retiring From Investment Responsibilities


UPDATE: We were notified on April 16, 2015, that Ken Fisher will stay on as Chairman and Co-Chief Investment Officer of the firm. After stepping down as CEO, Fisher will remain a member of the firm’s investment policy committee with no change in his investment responsibilities. The title has been amended to reflect the change in information.

Self-made billionaire Ken Fisher, founder and CEO of Fisher Investments, plans to step down the year after his 65th birthday. Fisher, a long-time Forbes columnist, has stated his intentions to exit as CEO for a number of years. As of December 31, 2014, Fisher Investments had around US$ 60 billion in assets, US$ 25 billion in institutional assets. Until 1995, Fisher Investments mostly serviced institutional investors such as pensions and other plan sponsors. Witnessing the beginning of a buy cycle, the firm changed strategy, aggressively marketing toward the high net-worth asset management segment. The company has built one of the biggest independent investment advisory firms in America.

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