Publications

Fisher Investments denies <em data-lazy-src=
Other - JANUARY 3, 2024

To read this full article you need to be subscribed to Newsline.

Sign in Sign up for a FREE subscription

Fisher Investments denies The Wall Street Journal report on sale talks

by Andrea Zander

Fisher Investments has released a statement that The Wall Street Journal posted a false story claiming Fisher Investments was being purchased by a private equity company, Advent International. The story was attributed to “sources familiar with the matter,” which Fisher Investment’s statement characterized as “PR parlance for rumors.”

Fisher Investments is an independent, fee-only investment adviser. As of Dec. 31, Fisher Investments and its subsidiaries managed more than $236 billion in assets globally — more than $196 billion for private investors, $35 billion for institutional investors and $4 billion for U.S. small to mid-sized business retirement plans.

Click here for the release.

Forgot your username or password?