Global Sites Contact Us Institutional Investors Services Your Retirement Market Insights Education Tools & Calculators About About Who We Are Portfolio Management Team Ken Fisher What We Do How We Do It Key Advantages Awards & Accolades Company Info Careers Press Room Home About Who We Are Portfolio Management Team Our Portfolio Management Team At Fisher Investments, the Portfolio Management Team is headed by an Investment Policy Committee with support from research analysts and other financial professionals. Investment Policy Committee The Investment Policy Committee (IPC) collaboratively makes all strategic investment decisions affecting clients’ portfolios. Though the IPC functions as a team, each member focuses his efforts on particular segments of investment strategy. While all four committee members conduct macroeconomic, political and sentiment analysis in support of the firm’s strategies, Ken Fisher (Chief Executive Officer & Co-Chief Investment Officer) plays the primary role in this process. Jeff Silk (Vice Chairman & Co-Chief Investment Officer), Bill Glaser (Executive Vice President of Portfolio Management) and Aaron Anderson (Senior Vice President of Research) are primarily responsible for the selection of securities within the firm’s strategies, overseeing Fisher Investments’ in-house research efforts, portfolio engineering and implementation, and the firm’s technological research resources. Ken Fisher Founder, CEO & Co-Chief Investment Officer Ken is the founder, CEO and Co-Chief Investment Officer of Fisher Investments, a multi-billion dollar money management firm serving large institutions and high net worth individuals throughout most of the developed world. Perhaps best known for his prestigious Forbes “Portfolio Strategy” column, Ken’s 30 years of high-profile market calls make him the third-longest running columnist in Forbes history. His Forbes market forecasts are among America’s most accurate as measured by independent third-party CXO Advisory Group1. Read Ken Fisher's Full Bio Jeff Silk Vice Chairman & Co-Chief Investment Officer As one of Fisher Investments’ first employees, Jeff has been with the firm since 1983. He is currently a Vice Chairman, Co-Chief Investment Officer and member of the firm's IPC. Prior to his current responsibilities, Jeff was Fisher Investments' President and Chief Operating Officer. He has also served as the firm’s Director of Trading and Operations, where he was instrumental in developing Fisher Investments' portfolio management, research and trading technology. He has written numerous articles and lectured before institutional investors on technology’s role in investing. Bill Glaser Executive Vice President, Portfolio Management Bill has been with Fisher Investments since 1999 and joined the IPC in 2011. He is the Executive Vice President responsible for Portfolio Management, overseeing the firm’s Investments Operations and Research groups. He previously managed the firm's Securities Research, Portfolio Implementation and Capital Markets Research teams and served as a Securities Research Analyst and Capital Markets Research Analyst. Aaron Anderson Senior Vice President, Research Aaron has been with Fisher Investments since 2005 and joined the IPC in 2011. He oversees the firm’s global macroeconomic and capital markets research. Aaron has been a guest lecturer at the Haas School of Business at the University of California, Berkeley, and has written two books, including Own the World: How Smart Investors Create Global Portfolios. He has also served as a Capital Markets Research Analyst, Innovation Manager and contributing editor of MarketMinder.com. Prior to joining Fisher Investments, Aaron worked at Deutsche Bank Alex Brown as an Assistant Vice President. The Research Department Our internal research department is comprised of investment professionals dedicated to aiding the Investment Policy Committee with Fisher Investments’ portfolio management. The department is organized into teams with unique responsibilities, including analyzing macroeconomic trends, monitoring every investment sector and major country around the world, evaluating individual securities, calculating performance attribution, and implementing the IPC's portfolio decisions. Members of our research department present at seminars nationwide, teach workshops and university courses, and write columns, articles, and books on investing. 1 Based on a report completed in 2013 by CXO Advisory Group. The final report, titled “Guru Grades,” contains accuracy ratings for 68 forecasters collected over a period from 2005 to 2012 including market forecasts by Ken Fisher as published in Forbes. Ken Fisher’s market forecasts in Forbes represent his personal forecasts of the overall market and are not an indication of the performance of Fisher Investments or its clients. Not all forecasts may be as accurate as those in the past. About Fisher Founded in 1979, Fisher Investments is an independent, privately-owned money management firm with tens of billions under management. Fisher Investments maintains two principal business units, Fisher Investments Institutional Group and Fisher Investments Private Client Group, which serve a global client base of diverse investors. Fisher Investments’ clients include over 150 large institutions and over 27,000 high net worth individuals. Founder and CEO Ken Fisher has written the Forbes “Portfolio Strategy” column for 30 years, and has authored several New York Times bestsellers on finance and investing. Contact Us: (800) 587-5512 Connect with Us: ©2015 Fisher Investments. All rights reserved. Investing in stock markets involves the risk of loss. 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