The Fisher Investments Difference
Six reasons to choose Fisher Investments’ money management service for high net worth individuals.
In a nutshell, it’s what we bring to the table.
Flexible Investment Strategy
We’re not "growth investors" or "value investors" – we’re "total return" investors. We can shift our investment strategy as appropriate depending on our view of market conditions. Our goal is simply to help clients achieve their financial goals consistently, regardless of market conditions.
Dynamic Asset Allocation
We strive to help protect client assets if we see a bear market unfolding. If we predict a bull market, we emphasize stocks. However, if we predict a bear market on the horizon, we may take a defensive approach. For example, we might move assets into bonds or cash, or use other tools to reduce risk. While no professional money manager is correct every time, we have a long history of forecasting markets and reacting quickly and decisively if we think it's appropriate.
Global Investing
We seek to maximize opportunity and manage risk by investing globally. Many American investors tend to focus solely on US stocks. However, the US makes up less than 50% of the world stock market. We invest globally to take advantage of worldwide opportunities many money managers miss.
Established Performance History
Our Investment Policy Committee has over 75 years of combined industry experience, and our founder and CEO, Ken Fisher, has a 25 year history of public market calls through his columns in Forbes magazine. Ken Fisher is also ranked as a top market forecaster by the CXO Advisory Group.*
Proactive Customer Service
With us, clients are not simply another account number. They get proactive service from a dedicated Investment Counselor who knows each client by name and keeps them up-to-date on any important changes in the account. Clients hear from us regularly, on an ongoing basis, and not because we have some new product to sell. Our goal is to help clients understand exactly what is going on in the portfolio and why, so they feel comfortable.
Competitive, Transparent Fee Structure
Unlike many brokers, we make no profit on trades and we do not "churn" your account. We simply charge a fee based on assets under management, which aligns our incentives with our clients’ best interests. We believe high fees can make it difficult for people to achieve their long-term goals. Our fees are often lower than what our clients were previously paying and may even be tax deductible. Bottom line—we strive to keep more of our clients’ money working for them.
Discover the Fisher Investments Difference Now
Let us show you how we can develop a strategy designed to help you to maximize your investment opportunities, while managing risk and providing what we believe is superior service. For more information, please visit:
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