For over three decades, Fisher Investments has strived to offer personalized, unparalleled client service and money management solutions for high net worth individuals and institutional investors alike. Leveraging the comprehensive client service institutional money managers provide to their larger institutional clients, Fisher Investments has created a unique program for its clients, where personalized service is coupled with proactive investing based on client goals.
In 1995, Fisher Investments created the Private Client Group, a group dedicated to serving individual investors with the mandate to deliver institutional-level customer service. This dedication to customer service was to exceed the industry standard of having a client service representative for each client. This group strives to educate and empower clients, seeking to provide a full understanding of the firm's investment philosophy and views on the markets through a full suite of client programs including: client seminars with Ken Fisher and other senior decision makers, DVD capital markets update videos, written market outlooks, its MarketMinder web site, and other communications to continuously educate and connect with clients.
Clients can also expect an ongoing conversation with their Investment Counselor, where market views and portfolio decisions made for that client's portfolio are discussed. The client can determine the frequency of these discussions, and can use the time to discuss details of the portfolio, the market climate, or the current IPC views on pertinent events as they relate to the global economy. This gives the client a full 360 degree perspective on the portfolio as it relates to the most current events, and offers transparency to the client as to the motivations and reasoning behind portfolio movement decisions.
Fisher Investments takes into account numerous factors when building a client portfolio. Here is a sampling of what factors are taken into consideration
Fisher Investments is a fee-based money manager, which means Fisher Investments and clients' financial goals are aligned. Fisher Investments charges clients based on the assets under management (AUM), so increasing the value of clients' assets is in Fisher Investments' best interest.
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