Camas, WA NW Fisher Creek Office

Team
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Fisher Investments

Institution

Firm-wide stats for Fisher Investments

Total advisors

3,034

Across 247 offices

Clients per advisor

66 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

5525 NW Fisher Creek

Camas WA 98607

Advisors at this office

83

Advisors at this office

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Christine H

Series 65

Camas, WA

Fisher Investments

Christine Harriss is a Series 65-licensed financial advisor at Fisher Investments with 11 years at the firm and six years of industry experience. She is based in Camas, Washington. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis to manage diversified portfolios, with extensive sub-advisory relationships and a significant international client base.

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

Series 65

Camas, WA

Fisher Investments

Isabella Augustadt is a Series 65-licensed financial advisor with Fisher Investments in Camas, WA, where she has worked since 2014. She has seven years of industry experience. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across a range of asset classes. The firm uses a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and employs various risk management and tax-aware strategies.

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

Series 65

Camas, WA

Fisher Investments

Meghan Leiken is a Series 65 licensed advisor at Fisher Investments with 11 years of industry experience. She has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management with an emphasis on globally diversified portfolios and centralized investment decisions.

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

Series 65

Camas, WA

Fisher Investments

Justin Potts is a Series 65–licensed financial advisor at Fisher Investments with five years of industry experience. He has been with Fisher Investments since 2017, following three years at FUEL. Outside of his advisory role, he serves as the IT Manager for KITTIAS Interactive Management, a nonprofit providing supportive living services, where he manages technical and marketing functions. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis, along with tax-aware and risk management strategies.

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

Series 65

Camas, WA

Fisher Investments

Andrew Stevenson is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2017. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside 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
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Steven M

Series 65

Camas, WA

Fisher Investments

Steven Mosier is a financial advisor with Fisher Investments in Camas, WA, holding a Series 65 credential and seven years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eleven years at Kellogg Snacks. Outside of his advisory role, he creates and sells handcrafted items through his Etsy business, Smile With Steven. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.

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

Series 65

Camas, WA

Fisher Investments

Zakery Webb is a Series 65-licensed advisor at Fisher Investments with five years of industry experience. Prior to joining Fisher Investments in 2021, he worked for eight years with the Camas School District. Fisher Investments serves a global client base of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process managed by a five-member Investment Policy Committee, using quantitative and qualitative research to construct diversified portfolios with tax-aware and risk management strategies.

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

Series 65

Camas, WA

Fisher Investments

Jason Merritt is a Series 65 licensed financial advisor with Fisher Investments in Camas, WA, where he has worked since 2009. He has 12 years of industry experience and has spent his entire advisory career at Fisher Investments. 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. The firm provides discretionary portfolio management through a centralized Investment Policy Committee and employs quantitative and qualitative research, tax-aware processes, 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

Michael L

CFA®

Camas, WA

Fisher Investments

Michael Leong is a CFA® charterholder with eight years of experience, currently serving at Fisher Investments since 2010. He is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research, 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

Cody B

Series 65

Camas, WA

Fisher Investments

Cody Bennett is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 designation and has worked at Fisher Investments since 2018, previously spending one year each at TTI and DuerSon Staffing. 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. The firm provides discretionary portfolio management with a centralized approach that combines quantitative and qualitative research, tax-aware processes, and risk management tactics 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

John E

Series 66

Camas, WA

Fisher Investments

John Egbert is a Series 66-licensed financial advisor with Fisher Investments in Camas, WA, and has 17 years of industry experience. He has been with Fisher Investments since 2008. 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 various asset classes. The firm employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and uses 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

Kenneth S

Series 63, Series 65

Camas, WA

Fisher Investments

Kenneth Schweitzer is a financial advisor with Fisher Investments in Camas, WA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Fisher Investments since 2002. Outside of his advisory role, Schweitzer serves on the board of directors for Camas Little League as a softball player agent and is the president of his neighborhood homeowner's association. Fisher Investments serves a global clientele of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process managed by an Investment Policy Committee and offers sub-advisory and retirement plan services through diversified portfolios and risk management strategies.

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

Sarah B

Series 65

Camas, WA

Fisher Investments

Sarah Byers is a financial advisor at Fisher Investments, holding a Series 65 designation with six years of industry experience. She has worked at Fisher Investments since 2019 and previously was employed at Entercom Communications from 2013 to 2019. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach that incorporates quantitative screening, qualitative research, and tax-aware processes to manage globally diversified portfolios.

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

Arin I

Series 63, Series 65

Camas, WA

Fisher Investments

Arin Iavicoli is a financial advisor at Fisher Investments with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios while implementing tax-aware and risk management strategies.

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

John O

Series 65

Camas, WA

Fisher Investments

John Otness is a Series 65–registered advisor at Fisher Investments with 10 years of industry experience, all with the firm since 2016. He is involved as a franchise development administrator for a retail bakery business called FAT CUPCAKE. Fisher Investments serves a global clientele including institutional and high-net-worth clients, providing discretionary portfolio management through a centralized investment process that emphasizes diversified portfolios and risk management.

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