Unparalleled Client Service with Fisher Investments

At Fisher Investments, each client receives a level of service we believe is unparalleled in the industry. Our service model is founded on communication. We provide a number of outlets to keep the Fisher Investments client up-to-date on markets, the economy and the portfolio's performance.

Frequent Communications

Fisher Investments’ clients receive written quarterly reviews discussing the Investment Policy Committee’s (IPC) retrospective market performance and future market outlook. Private Client Group clients also receive semi-annual videos of the IPC discussing their market outlook. Fisher Investments also provides an online resource, MarketMinder, with daily news and commentary on important market events. Furthermore, Fisher Investments’ clients are welcome to contact their personal representative as often as they like to discuss the market or their portfolio.

Exclusive Seminars and Events

Throughout the year and in various locations across the US, Fisher Investments sponsors a series of programs aimed at providing Private Client Group clients with timely updates and education regarding the financial markets and our portfolio strategy. These events, designed exclusively for Fisher Investments’ clients, offer access to senior decision makers at Fisher Investments, and an opportunity to meet other private clients. The programs include Fisher Forecast Seminars to provide our latest global market forecasts and current portfolio strategy, Investment Education Workshops to explain investment and economic fundamentals, and Fisher Friends Lunches to let Fisher Investments clients get to know each other in an informal setting.

Education

Fisher Investments also produces investment education through Fisher Investments Press in partnership with John Wiley & Sons. The imprint offers a series of investment books for all types of investors, from novices to professionals, on various topics from global investing to behavioral finance. In addition, Fisher Investments Press offers a series of "how to" guides for each of the major investment sectors, including Fisher Investments on Energy, Fisher Investments on Materials, Fisher Investments on Consumer Staples, Fisher Investments on Industrials and more. Fisher Investments Press has also published 20/20 Money: See the Markets Clearly and Invest Better Than the Pros and Own the World: How Smart Investors Create Global Portfolios.