Services

Delivering superior service to individual investors is a primary goal of ours. Fisher Investments created the Private Client Group to ensure that goal was met. Each private client has a team of investment professionals committed to the smooth setup and maintenance of a separate account that meets individual needs. An Investment Counselor serves as the primary point of contact throughout the relationship. Our personalized approach allows clients to benefit not only from our portfolio management capabilities but also from our substantial research and educational resources.

Because communication is the cornerstone of any relationship, we provide each client with a dedicated Investment Counselor to discuss individual needs and objectives as they relate to the portfolio. Investment Counselors also keep clients apprised of Fisher Investments' views on the capital markets landscape and what we're doing inside the portfolio as a result. We believe clients who understand the rationale behind their investment plan will feel more comfortable with a long term strategy aimed at meeting their objectives.

In addition to regular interaction with their Investment Counselor, clients also receive periodic written research reports, quarterly statements, and other timely updates. We also hold regular client seminars throughout the country to keep clients abreast of our thinking on the markets and to give them a chance to interact with senior decision makers.