Tampa, FL 3109 W Martin L King Jr Blvd Suite 600 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
3109 W Martin L King Jr Blvd, Suite 600
Tampa FL 33607
Advisors at this office
4
Advisors at this office
Michael S
Series 65
Tampa, FL
Fisher Investments
Michael Smelyanskiy is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. Prior to joining Fisher Investments in 2022, he held roles at DoorDash and Indiana University. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process.
Paul S
CFP®, ChFC®, Series 63, Series 65
Tampa, FL
Fisher Investments
Paul Schobert is a CFP® and ChFC® with 27 years of industry experience. He has been with Fisher Investments since 2022 and previously worked for Mutual Of America Securities Corporation and Mutual Of America Life Insurance Company from 2009 to 2022. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach using both quantitative and qualitative research to construct globally diversified portfolios.
Valkyrie L
Series 63, Series 65
Tampa, FL
Fisher Investments
Valkyrie Lang is a financial advisor at Fisher Investments with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corp. and New York Life. Outside of finance, Lang owns a retail business offering body care and skincare products directly to consumers. Fisher Investments serves a global client base that includes institutional and private investors, providing discretionary portfolio management with a focus on equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques.
Steven S
CFP®, Series 63, Series 66
Tampa, FL
Fisher Investments
Steven Saunders is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with Fisher Investments and has previously worked at Charles Schwab and T. Rowe Price. 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 screening and qualitative research through a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware processes and defensive tactics to manage risk.
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