Fisher Investments

PRIVATE CLIENT GROUP

Fisher Investments is a leading independent money management firm with a respectable long-term performance history, serving private clients in North America and the United Kingdom.* We create and manage individual client portfolios engineered to meet personal investment objectives and accommodating a wide range of customizations. Unlike a broker or mutual fund, Fisher Investments offers a money management solution specifically geared for high net worth individuals with the following primary benefits:

Investor

• We have no products to sell, eliminating inherent conflicts of interest.
• Each client has a separate account and knows exactly what stocks, bonds or funds they are invested in.
• We make no money on transactions; our fees are based solely on assets under management, aligning our incentives with our clients'.
• We have extensive foreign expertise and the capability to position portfolios globally.
• We make strategic investment decisions at the highest level, and each client gets a dedicated investment team.

If you have $500,000 or more in investable assets and feel you can benefit from Fisher Investments Private Client Group, please click here. Or, to find out more about our current thinking on the markets and economy, download our latest Stock Market Outlook report.

INSTITUTIONAL GROUP

Fisher Investments Institutional Group serves a global client base of corporate, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations and governments. For the provinces of Ontario and British Columbia we offer institutional investment management services, with an array of products oriented towards specific styles, each well established within its category and boasting a long-term performance history: Global Total Return, Foreign Equity, U.S. Total Return, and Small Cap Value.

KEN FISHER

Son of legendary investor Philip A. Fisher, who is among the most influential investors of all time, Ken Fisher founded Fisher Investments two decades ago. Ken is best known for his monthly "Portfolio Strategy" column in Forbes magazine where his 24-year tenure ranks him the fourth longest-running columnist in the magazineâ€™s history. Since the mid-1990s, his Forbes market predictions have been ranked among the best published anywhere by any source as measured by independent third-party CXO Advisory Group. Ken has authored several finance and investment books, including New York Times best seller, The Only Three Questions That Count, and is known as the father of the Price to Sales Ratio (PSR) which is now part of the core financial curriculum.

Institutional

For more information on our firm please visit www.fi.com
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