Brooklyn, NY 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
66 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
Brooklyn NY
Advisors at this office
3
Advisors at this office
Marc M
Series 63, Series 65
Brooklyn, NY
Fisher Investments
Marc Michael is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade from 2015 to 2020 before joining Fisher Investments in 2020. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.
Maximilian H
Series 63, Series 65
Brooklyn, NY
Fisher Investments
Maximilian Hamburger is a financial advisor at Fisher Investments with 16 years of industry experience. He held a position at Neuberger Berman LLC for 13 years prior to joining Fisher Investments in 2025. He holds the Series 63 and Series 65 designations. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research and offers tax-aware processes and risk management strategies including derivatives and structured notes.
Ryan J
Series 65
Brooklyn, NY
Fisher Investments
Ryan Jones is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman and the University of Arkansas. He has been with Fisher Investments since 2019. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.
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