Atlanta, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fisher Investments
Institution
Firm-wide stats for Fisher Investments
Clients per advisor
67 Very LowAvg AUM per client
$1,664,526 Very HighHNW client ratio
63% Very HighAbout
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
Based on Fisher Investments
Location
Atlanta GA
Advisors at this office
3
Advisors at this office
Aneesh N
Series 65
Atlanta, GA
Fisher Investments
Aneesh Nair is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. He has worked exclusively with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment approach combining quantitative and qualitative research.
Griffin G
Series 66
Atlanta, GA
Fisher Investments
Griffin Gilliam is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2018. Prior to that, he held roles at Park Avenue Securities and Guardian Life Insurance. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment decision process combining quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.
Thomas B
Series 65
Atlanta, GA
Fisher Investments
Thomas Barnhart is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. The firm serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. Fisher Investments uses a centralized investment approach with a combination of quantitative and qualitative research to construct diversified portfolios and applies tax-aware processes and defensive strategies to manage risk.
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