Fisher Investments Client Service
A Fisher Investments client receives a level of service we believe is unlike what is found at typical investment management firms. The emphasis and foundation of a Fisher Investments client's relationship with our firm is communication. We provide a number of outlets to keep the Fisher Investments client up-to-date on markets, the economy and the portfolio's performance.
Fisher Investments clients receive regular standard reporting, from both Fisher Investments and the brokerage firm housing the client's assets (Fisher Investments houses each clients assets at a nationally-recognized, reputable brokerage firm).
The Investment Policy Committee provides Fisher Investments clients with extensive quarterly reviews and a bi-annual video discussing retrospective market performance and future market outlook. Fisher Investments also provides an online resource, www.MarketMinder.com, to provide Fisher Investments clients daily news aggregation and market commentary on up-to-date important and relevant news and events.
Furthermore, Fisher Investments clients are welcome to contact their personal Investment Counselor as often as they like to discuss current market situations and portfolio strategy.
Ensuring Service Excellence
The Private Client Group is grounded on the premise of pairing outstanding service with sound investment management. To that purpose, we have assembled an exceptional group of client service professionals to ensure clients’ investment objectives are considered, questions are answered, and all requests are addressed. We take pride in the efforts we extend to continuously provide and enhance features to suit our clients’ preferences. To comply with our mandate of providing excellence in client service, we have established a contingency system of problem resolution to address any issues that may arise as quickly as possible. We want our clients to be as impressed with our firm when things go well, as when issues arise.
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