Arlington, VA Office

Team
Updated today
Fisher Investments logo

Fisher Investments

Institution

Firm-wide stats for Fisher Investments

Total advisors

2,989

Across 248 offices

Clients per advisor

67 Very Low

Avg AUM per client

$1,664,526 Very High

HNW client ratio

63% Very High

About

Fisher Investments serves a global mix of institutional and private clients, including pension and profit‑sharing plans, foundations, investment companies, and high‑net‑worth individuals, providing discretionary portfolio management across equity, fixed‑income, and blended mandates. The firm also offers sub‑advisory and retirement plan services and manages separate accounts alongside pooled investment vehicles and collective funds.

Investment decisions are centralized with a five‑member Investment Policy Committee that combines quantitative screening, qualitative research, and a centralized portfolio management system to construct globally diversified portfolios. The firm implements tax‑aware processes and may use defensive tactics—including derivatives, structured notes, and short sales—alongside targeted tax‑loss harvesting and block trading to manage risk and positioning.

Noteworthy for an institution of its size, Fisher has a significant non‑U.S. client base and extensive sub‑advisory relationships, acting as adviser or sub‑manager to many UCITS, institutional funds, collective trusts and other pooled vehicles, and it operates as a private‑fund adviser; it may also negotiate performance‑based fees for certain institutional mandates. The brochure discloses that the firm does not maintain an affiliated broker‑dealer or insurance company, does not sponsor wrap programs, and reports no disciplinary or material legal events, while operating through multiple subsidiaries and branch arrangements to support its global services.

Based on Fisher Investments

Expertise

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management

Based on Fisher Investments

Occupation focus

Founder/Business Owner Executive

Based on Fisher Investments

Location

Arlington VA

Advisors at this office

4

Advisors at this office

user avatar

Andrew N

Series 65

Arlington, VA

Fisher Investments

Andrew Newell is a financial advisor at Fisher Investments in Arlington, VA, holding a Series 65 credential with five years of industry experience. His work history includes multiple periods at Fisher Investments since 2019 and a four-year tenure at the University of Portland. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research in a centralized investment process and employs tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar

Salvatore T

Series 66

Arlington, VA

Fisher Investments

Salvatore Timperio is a financial advisor with Fisher Investments, holding a Series 66 designation and 19 years of industry experience. He has worked at Fisher Investments since 2019 and previously owned Investtellect, LLC, a consulting and software reseller business. Outside of securities trading, he is also a co-owner of a commercial real estate business. Fisher Investments serves a global client base including institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment approach with a five-member Investment Policy Committee and incorporates tax-aware strategies and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar

Jeffrey Donald M

Series 66

Arlington, VA

Fisher Investments

Jeffrey Donald Mcgrew is a financial advisor with Fisher Investments in Arlington, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar

Jaron R

Series 63, Series 66

Arlington, VA

Fisher Investments

Jaron Reynolds is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and E*TRADE Capital Management LLC. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across equity, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes tax-aware strategies and risk management tools.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
View complete list of advisors at this office
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