How Fisher Investments Can Help With Your Investment Objectives

• What is Fisher Investments?
• What is Fisher Investments' core business?
• What is the Fisher Investments approach?
• How does Fisher Investments make money?

Fisher Investments is a private money management firm serving high net worth individuals and institutions throughout North America and the UK. The firm’s affiliate, Grüner Fisher Investments GmbH, also services investors in Germany. Through guidance from the firm's founder, Ken Fisher, the Investment Policy Committee (IPC) and a seasoned management team, Fisher Investments has become a highly respected money management firm.

Fisher Investments is a discretionary, fee-based money management firm providing private portfolio management to high net worth individuals and institutions. The company is not a broker/dealer and derives no revenue from transaction charges. Instead, Fisher Investments charges a percentage of assets under management. The firm's incentive to perform well is directly aligned with clients' investment objectives. Fisher Investments also has no involvement in investment banking activities, an area often presenting numerous conflicts of interest.

Fisher Investments fundamentally believes no investing style is permanently superior, but instead we understand that styles and philosophies cycle in and out of favor. As a result, we use a variety of strategies, dynamically managing client assets over time. We are committed to continuous development of new technologies to help understand capital markets in ways not yet realized. Since its inception, the firm has pioneered numerous financial innovations, some of which have become core concepts used as standards in the financial services industry today.

Fisher Investments is a fee-based money manager; our fees are based on a percentage of clients' assets under management, making our incentive to perform well directly aligned with our clients' investment planning objectives. Many investment advisers are commission-based, which may create an incentive to increase turnover in your portfolio. Not Fisher Investments. We have found our fee schedule to be more cost efficient than many of the alternatives available to individuals, including the average no load mutual fund. Please contact Fisher Investments and we will be happy to discuss your specific situation.