Advantages

Fisher Investments Advantages

At Fisher Investments we believe there are advantages to investing with us over others. One key advantage is our flexible investment strategy. Being ‘total return’ investors, we can change and shift our investment strategy based on our forecasts and views of market conditions. Another key advantage is our dynamic asset allocation, which allows us to move assets into different investments other than the stock market, such as cash or bonds, if we feel it’s appropriate based on our forward-looking views of the market. Whether we predict a bull or bear market, we strive to optimally position your assets accordingly.

Leveraging global markets is another way we strive to add value for our clients. The US market makes up less than 50% of the global stock market, and we feel that many investors can miss out on significant opportunities by concentrating solely on the US. We seek to leverage global market investments to take advantage of as many opportunities as possible.

We have an established performance history leveraging our total return philosophy and dynamic asset allocation through global market investing. We also have an Investment Policy Committee that has more than 75 years of combined industry experience. Along with that experience, our founder and CEO, Ken Fisher, has over 20 years of public market calls in his column “Portfolio Strategy” in Forbes magazine. Ken Fisher has also been recently ranked as a top market forecaster by the CXO Advisory Group*.

Coupled with our investment strategies and style flexibility, we have proactive customer service through our Private Client Group. Each client has a dedicated Investment Counselor who’s been mandated to keep you up to date on your account, the market, and anything else that may affect your portfolio. We provide this with a competitive, transparent fee structure that is based on assets under management, aligning our incentives with our clients’ best interests. We believe this is why Fisher Investments has maintained a high client retention rate over the years.

• Fisher Investments corporate website
• Fisher Investments resources for individual investors
• Fisher Investments resources for institutional investors
• Fisher Investments press and education center
• Jobs at Fisher Investments

* Ranking as of 5/1/2010 and can be found at http://www.cxoadvisory.com/gurus. Fisher Investments has no affiliation with CXO Advisory Group. Market calls represent Ken Fisher's public descriptions of the overall market and don't represent the performance of Fisher Investments.

A risk of loss is involved with investing in securities markets. Past performance is no guarantee of future results. Investments in foreign securities can involve additional risks such as losses related to other currencies and securities markets.