Fisher Retirement Solutions, the independent retirement plan advisor company headed by Nathan Fisher, the son of Fisher Investments' founder, Ken Fisher, is now operating as Fisher SMB.
Writing on LinkedIn, Nathan Fisher said the Fisher SMB brand meant “more than just a new logo or a fresh look.”
“It’s a reflection of who we are, what we stand for, and the future we’re building together — a future rooted in partnership, innovation, and growth,” he wrote. “From the beginning, our mission has been clear: to empower small and mid-sized businesses with retirement plans that offer the same high-quality investment options and fiduciary support typically reserved for large corporations — all while delivering the personalized service that smaller businesses truly deserve.”
The firm’s revamped website suggests that its approach can provide small and midsize employers with the same options and expertise that larger companies enjoy, including personalized plan administration support and low-cost investments.
According to statistics shared by the firm, Fisher SMB manages over $5.6 billion in assets on behalf of approximately 1,800 small and mid-sized businesses who employ more than 80,000 people. It's average client size is $3.1 million in AUM as of the end of April, a figure that is up by 23% from a year prior
The rebrand comes just about a year after Fisher Investments announced it was in the process of spinning off its 401(k) unit into a stand-alone company. That news, in turn, broke a little more than a week after the private equity firm Advent International and a unit of the Abu Dhabi Investment Authority announced plans to buy a minority stake in Fisher Investments worth as much as $3 billion.
The transaction valued closely held Fisher Investments at $12.75 billion, according to a statement published by the money management firm. It was expected to more than double the elder Fisher's substantial fortune.
Pictured: Nathan Fisher
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