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Mintsae Fam was founded with a radical idea — that a wealth management firm should be structured entirely around the client's interests, not commissions or conflicts.
Today we manage over $387 billion for more than 200,000 clients worldwide. But our core operating principles haven't changed: transparency in fees, independence in research, and a fiduciary commitment to every person we serve.
Since our founding in 1979, we've done things differently than other investment firms — not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first.
We separate service, sales and portfolio management roles to ensure you're always working with someone focused in their area and on you.
See If Mintsae Insights Is Right for YouEight battle-tested asset classes that anchor our clients' portfolios against uncertainty — and position them for long-term growth.
Explore how these sectors fit into a diversified wealth strategy tailored for your goals.
Schedule a Sectors ConsultationOver 200,000 clients* globally have done their due diligence and entrusted us with their investments.
"Takes the stress and worry about my financial future knowing my money is in good hands."
"My Investment Counselor understands my long term goals, is able to explain FI's approach at times when it may not be obvious to me, is a great listener, and genuinely cares about me."
"I think your client educational services are a strong differentiator between Fisher and other companies."
All testimonials are from current clients. Comments may have been edited for brevity. *As of 3/31/2026.
We help individuals and families achieve their goals through tailored investment portfolios, personalized client service, comprehensive financial planning resources and more.
Wealth Management ServicesWe have a long history of managing assets for some of the world's largest, most prestigious institutions, including corporations, pensions, endowments, and sovereign wealth funds.
Institutional Investing ServicesThe Investment Policy Committee is our five-member portfolio management team responsible for making top-level investment decisions for our clients.
Learn More About Our LeadershipWhen fees aren't aligned with your interests, your retirement goals could be put into jeopardy. That's why we believe clients deserve simplicity and transparency when it comes to fees they pay.
Watch Now ≡ View TranscriptCompared with other investment firms, we do things differently — not just to be different, but because it matters for our clients. We designed our entire business to provide superior service and minimize conflicts of interest.
Learn why 200,000 clients trust us to manage their money and how Mintsae Fam and its affiliates may be able to help you achieve your financial goals.
As of 3/31/2026
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