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Our Story

Built on Principle.
Driven by Performance.

For over four decades, Mintsae Fam has operated with a single conviction: every client deserves institutional-quality investment management, complete transparency, and an adviser who acts as a genuine fiduciary.

Talk to an Adviser → Our History
Key Milestones
1979Founded with $250M in assets and a commitment to transparent, fee-only management
1995Expanded internationally, establishing offices in Europe and Asia-Pacific
2008Navigated clients through the financial crisis — outperforming broad market averages
2024Surpassed $387B in assets under management across 200,000+ clients worldwide
$387B+Assets under
management globally
200K+Clients served across
individuals & institutions
45+ yrsDecades of market cycles
navigated successfully
6,700+Employees dedicated to
your financial future
Mintsae Fam headquarters
1979 Year Founded

Our Origins

A Different Kind of Firm, From Day One

Mintsae Fam was founded on the premise that most wealth managers had their incentives backwards — selling products that benefited the firm more than the client. We set out to build something different: a fee-only registered investment adviser with a fiduciary obligation to every client, every day.

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Registered Investment Adviser

As an SEC-registered RIA, we are legally bound to act in your best interest — not to sell you products or chase commissions.

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Global Research Engine

Our investment decisions are powered by a proprietary research team monitoring markets across 80+ countries and 40+ currencies around the clock.

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Dedicated Adviser Relationship

Every client is paired with a dedicated Investment Counsellor — a single point of contact who knows your name, your goals, and your family.

What We Believe

The Principles We Never Compromise

These are not marketing words — they are the operating principles that have guided every decision at Mintsae Fam for more than four decades.

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Fiduciary Duty

We are legally and ethically obligated to put your interests above all others. We do not earn commissions, we do not push proprietary products, and we do not profit from trades in your account.

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Top-Down Thinking

Our investment process starts with the macro — global economics, capital markets, and policy — before drilling into sectors and securities. This disciplined approach keeps emotion out of the equation.

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Radical Transparency

You will always know what you own, why you own it, and what you are paying. No hidden fees, no vague statements, no surprises — just plain English reporting every quarter.

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Disciplined Process

Markets reward consistency. Our investment process is documented, repeatable, and executed the same way regardless of headlines, panic, or short-term noise. We do not chase performance.

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Global Perspective

True diversification is global. Our research covers developed and emerging markets alike — because the best opportunities and risks rarely respect national borders.

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Client Advocacy

When markets fall, we call you — you do not call us wondering. We are proactive, direct, and always on your side. Your success is the only measure of ours.

Investment research team

How We Invest

Our Investment Philosophy

We believe markets are mostly efficient but not always right — and that a disciplined, research-driven process applied consistently over time generates superior risk-adjusted returns.

01

Benchmark Relative Positioning

We measure our performance against a personalised benchmark built around your goals — not an arbitrary index. Every decision is evaluated against what it means for your outcome.

02

Sentiment vs. Fundamentals

We exploit gaps between investor sentiment and economic fundamentals. When fear drives prices below intrinsic value, we buy. When euphoria overshoots, we trim.

03

Capital Markets Technology

Our proprietary CMT framework analyses supply and demand for stocks and bonds globally — giving us early signals on turning points that traditional analysis often misses.

04

Risk Management First

Avoiding catastrophic loss is more important than maximising upside. Our portfolio construction always asks "what if we're wrong?" before asking "what if we're right?"

Our People

The Team Behind Your Portfolio

Our leadership team brings together decades of experience across capital markets, portfolio management, technology, and client service.

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Kenneth L. Fisher

Founder & Executive Chairman

Founded the firm in 1979. Author of 11 books on investing. Named one of the 30 most influential people in the investment industry by Investment Advisor magazine.

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Damian Ornani

Chief Executive Officer

Led the firm's growth from $20B to $387B AUM over 20 years. Oversees global operations, client experience, and enterprise strategy.

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Bill Glaser

Co-Chief Investment Officer

Leads the global research team. Directs capital markets analysis across 80+ countries and is responsible for all asset allocation decisions.

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Aaron Anderson

Co-Chief Investment Officer

Oversees equity research, sector positioning, and security selection. Has navigated clients through multiple market cycles over 18+ years at the firm.

Worldwide Presence

Global Reach, Local Expertise

With offices across four continents, we combine global intelligence with local insight — so your portfolio benefits from research generated at the source.

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United States

Camas, WA (HQ) · San Mateo, CA · Dallas, TX · New York, NY — Our largest operating base, home to investment research and client services.

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United Kingdom

London, Whiteley — Serving clients across the UK and continental Europe with locally registered advisers and CISI-qualified counsellors.

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Germany

Frankfurt am Main — A fully regulated German entity serving DACH-region clients in compliance with BaFin requirements.

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Australia

Melbourne — Serving Australian retirees and high-net-worth families with an AFSL-licensed operation.

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Japan

Tokyo — One of Japan's largest foreign-owned investment advisers, managing assets for individuals and institutional clients.

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And Beyond

We serve clients in 40+ countries with research teams actively monitoring markets in Europe, Asia, Latin America, and the Middle East.

Ready to Work With a Firm
That Puts You First?

Speak with a dedicated Mintsae Fam adviser at no cost. We'll review your situation and show you exactly how we can help — no obligation, no pressure.

Request Your Free Consultation → Ask a Question