About Fisher Investments’ Client Services

• What services do Fisher Investments' private clients receive?
• Who makes the investment decisions for each separate account?
• What is the best way to contact Fisher Investments?

Fisher Investments takes pride in providing proactive and personalized service for all our clients in managing their separate accounts. Each Fisher Investments client has an Investment Counselor dedicated to serving his/her needs. Communication and service are tailored by the client - giving you the power to determine how much or how little interaction you would like. Activity for each separate account is detailed monthly in brokerage statements from a third party custodian. Quarterly statements and research reports are provided by Fisher Investments directly. Fisher Investments clients are also invited to meet and interact with senior management at client seminars held across the country regularly.

Fisher Investments has a centralized decision-making structure, the Investment Policy Committee (IPC), which makes all strategic investment decisions for each client’s separate account. The IPC consists of Ken Fisher, Chief Investment Officer & CEO; Jeff Silk, Vice Chairman; and Andrew Teufel, Co-President & Director of Research. These three individuals bring over sixty years of combined investment experience to the direct, day-to-day management of clients' assets. They work with staff in the research and trading services departments to leverage the firm's robust investment in research, trading, and technology infrastructure to deliver their optimal portfolio strategy across each client’s separate account.

For more information on Fisher Investments’ separate account investment management services, please call us toll free at 1-800-587-5512 or email inquiry@fi.com. Fisher Investments is available to answer questions over the phone and welcomes an opportunity to have a regional vice president meet to discuss personal needs and objectives.