|
Home > Fisher Investments Marketing Complaints
Fisher Investments Addresses Complaints about Marketing
5/1/2010 - CEO Ken Fisher Recognized by Investment Advisor, Citing Vertical Integration and Innovative Marketing
Investment Advisor, a leading monthly industry publication, named Ken Fisher, founder and CEO of Fisher Investments, one of the 30 most influential individuals in the industry in the last 30 years.
"With more than 24,000 clients, 900+ employees, and $38 billion* in assets under management, Fisher Investments is about as big as it gets in the advisory world," the magazine said in observing Ken Fisher and his firm, Fisher Investments in its Thirty for Thirty list.
The magazine credits Ken Fisher with an innovative approach to building and growing Fisher Investments, including:
- Strict separation between sales and service teams
- Fisher Investments’ extensive use of direct marketing
- The hiring of a formally designated Chief Innovation Officer
|
|
Founded in 1979 by Ken Fisher, Fisher Investments is a money management firm based in Woodside, CA. With more than $38 billion* under management, Fisher Investments is one of the largest independent investment advisors in the world. The Fisher Investments Private Client Group, established in 1995, serves over 24,000 individuals in all 50 states and the Institutional Group serves over 100 large organizations globally, including Fortune 500 corporations, governments, foundations & endowments.*
Fisher Investments remains independent and, unlike many firms in our industry, does not generally work with intermediaries such as brokers or financial planners. Fisher Investments maintains a dedicated service team, which allows us to provide a high-level of personalized service and maintain what we believe to be one of the highest client retention rates in the industry. Fisher Investments also has a direct sales team and engages in marketing to generate new business.
Occasionally, people comment and complain on the Internet about the presence of Fisher Investments’ advertisements. Because the majority of these complaints are anonymous, Fisher Investments created this website to provide perspective on our marketing practices.
Marketing in Perspective
Fisher Investments is independent and we sell and market our services directly to the public. We market our services by leveraging both online and offline channels such as direct mail, print, Internet banners, emails, and occasionally broadcast media. These marketing methods are essential to Fisher Investments’ business and helps fuel its growth, allowing us to invest further in research, innovation, and hiring—all of which benefits our clients. Our marketing strategy is cost effective and helps us deliver more value for existing and new clients. We believe this direct-to-client relationship helps eliminate conflicts of interest inherent to indirect distribution prevalent in financial services.
Furthermore, while many people complain about advertising in general, it’s important to understand that the majority of publications serving as vehicles for advertising, both online and offline, depend heavily on advertising revenue for survival. Many of the websites, radio programs and newspapers we all enjoy for free would not be available were it not for the advertising that supports them (or they would require paid subscription).
Complaints about Fisher Investments Marketing
Fisher Investments occasionally receives informal comments and complaints about its marketing and advertising. Some have even gone so far as suggesting Fisher Investments is nothing more than a marketing machine. Nothing could be further from the truth. We remain committed to delivering unparalleled service and long-term performance based on each client’s personal situation. We also dedicate significant resources to providing investment education to the general public, including daily commentary at MarketMinder.com and a series of investment books published in partnership with John Wiley & Sons. In addition, CEO Ken Fisher has written the Forbes Portfolio Strategy column for 25+ years, three New York Times best sellers, and award-winning investment research.
More Resources
→ Fisher Investments corporate website is located at www.FisherInvestments.com
→ Learn more about Fisher Investments’ extensive educational resources and client programs
→ Visit Fisher Investments MarketMinder
|
|
|
|
|
|
|
|