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Industry Overview
Curious about the difference between stock brokers and bank trust departments? Interested in understanding whether mutual funds or self management is right for you? The following is an overview of the different ways you can invest your money in today’s market and Fisher Investments’ view on the risks associated with different approaches.
Brokers
- Inherent conflicts of interest due to incentives to sell products and churn account
- Jack-of-all-trades” primarily focused on selling
- Typically no formal training to make investment recommendations
Mutual Funds
- Tax inefficient
- Unable to customize
- Security duplication
- No communication with investment decision-makers
Bank Trust Departments
- Investment management is not a core competency
- Reputation for paying managers less than the industry standard
- Often concerned with minimizing own liability
Self Management
- Often lack the tools, time and training necessary for proper analysis
- Tend to make too many decisions
- Tend to follow emotion instead of reason
What Fisher Investments Brings to the Table...
Fisher Investments’ primary focus is portfolio management—that is our core competency. We are compensated by management fees based on the value of the portfolio (and make no money on trades), so our interests are directly aligned with clients. We have a seasoned team of key decision makers with over 75 years combined industry experience, including founder and CEO Ken Fisher. The firm is 100% Fisher-family and employee owned, enabling the firm to control its own destiny. We are pioneers in research with a dedicated staff developing capital markets technology for the sole purpose of adding value to the investment process. Finally, we offer a dedicated service team, offering clients personalized, one-on-one service, education and communications. We feel these capabilities are unmatched in the industry.
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