José Rivera Rivera

This document contains information about EIN (Employer Identification Number) assignment and LLC entity classification elections. It provides guidance on Form 8832 (Entity Classification Election) and Form 2553 (Election by a Small Business Corporation) for limited liability companies seeking to be classified as corporations or S corporations.

Executive Chairman and Co-Chief Investment Officer at Fisher Investments (Present)

Co-heads the Investment Policy Committee (IPC) with over 140 combined years of industry experience. Provides strategic direction for portfolio management across more than 70,000 clients.

• Wrote 'Portfolio Strategy' column in Forbes for over 30 years
• Authored four New York Times best-selling books
• Leads Investment Policy Committee decision-making

Investment Policy Committee Member at Fisher Investments (1979 – Present)

Part of a group with over 140 combined years of industry experience that manages the investing process and sifts through market noise to guide disciplined client strategies. Supported by thousands of man-hours per week by the Research Department.

• Manages portfolio decisions for thousands of clients
• Supported by extensive Research Department
• Develops strategies incorporating investment objectives, time horizon, and cash-flow needs

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