Portfolio Management Services for Individual Investors

Fisher Investments Private Client Group was established in 1995 to directly serve the needs of financially successful individuals. Whether you are looking for help with global investing, or simply seeking a higher level of service, Fisher Investments can help. We offer a personalized approach, a seasoned management team and an unparalleled quality of service.

Professional Portfolio Management

Fisher Investments believes investing performance success is more than just picking stocks.  It involves more important decisions like asset allocation (your mix of stocks, bonds and cash) and sub-asset allocation (sectors, countries, capitalization, growth/value) and securities selection.  But professional investment management is also about considering major life events like children’s graduation, home purchases, income needs, retirement and succession.  Fisher Investments takes all of these factors into account when building your portfolio.

Retirement Considerations

Retirement needs are something everyone should consider at some point—the earlier the better.  For many retirees, maintaining a comfortable lifestyle after retirement requires sufficient investment income to replace earnings from work.  The portfolio may need to accomplish both growth and income at varying levels, while evaluating risk factors to accomplish these retirement goals.

Global Investing

One way to diversify and mitigate risk, which many investors don’t fully appreciate, is to think globally.  Considering the US is about 25% of global GDP, it often makes sense to have a healthy portion of the portfolio allocation to other countries including the UK, Japan, and Germany, among others.  Emerging markets can also offer growth potential and additional country diversification.