The Fisher Group is a wealth manager based in Houston, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
The Fisher Group is part of Houston based Sunbelt Securities. At The Fisher Group, we believe that the core component of successful long-term performance is a result of asset allocation. Our strategies take into account the environment for stocks, bonds, and other assets to model the interactions between asset classes. The majority of our asset allocation models include allocations across a wide range of equities, bonds, and alternatives to ensure that client portfolios are prepared for market changes. By selecting the right mix of stocks, bonds, cash, or other assets, investors are best able to maximize returns relative to risk over the long term. Asset allocation decisions are made alongside input from each client to suit the risk tolerance of each individual and family. Our asset allocation portfolios aim to maximize return, relative to risk, according to each client.
Investment types: Fund of Funds
Sectors & themes: Cash Trading Securities, Conservative Allocation, Financial Services, Fixed Income/Debt Securities, Multi-Asset Investing Finance
Preferred geographies: North America
Location: 2700 Post Oak Blvd\nSuite 1700\nHouston\nTexas\n77056\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.