Comparing Fisher Investments to Other Money Managers

• How is Fisher Investments different from other money managers?
• What is Fisher Investments' track record?
• Why should one choose a separate account money manager over a mutual fund?

Many money managers are dedicated to one specific style of investing, using a static approach to style and asset allocation. As a result, these managers tend to do very well when their style is in favor and poorly when it falls out. Fisher Investments is a unique money manager – we have found success in utilizing a dynamic approach to asset and style allocation. We strive to add value through active management by identifying information not widely known (or interpreting widely known information differently and correctly from other market participants) and then capitalizing on those uncovered opportunities.

Overall, the company has produced a track record that we believe many other financial advisers would envy. Since our inception, Fisher Investments has continued to develop capital markets investment technology for the purpose of providing solid return. Please contact Fisher Investments and a regional representative will be happy to discuss those investment planning strategies and track records most relevant to your personal objectives.

Mutual funds, by definition, are a pooling of many investors' assets. For this to work well for everyone involved, each investor's objectives and circumstances should be identical, which is seldom the case. A key benefit to having a separate account is the ability to structure a portfolio according to specific needs. With a separate account, issues such as concentrated positions, personal tax situations, income needs and ethical concerns can easily be addressed. For more information about the benefits of a separately managed account, please contact Fisher Investments.