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At Fisher Investments our portfolio management techniques align with your individual needs. We take the time to understand your personal financial situation, long-term goals and investing objectives before making any recommendations. We utilize that information to craft a portfolio specifically for you—but it won’t be static. Over time, your portfolio may change based on your personal circumstances, or our forward-looking views of the market.
Portfolio Management Process
See how our top-down portfolio management process makes us unique.
Portfolio Management Approach
Learn how our expert staff applies a specialized strategy to your portfolio management needs.
Portfolio Management Team
Our Investment Policy Committee, supported by a team of experienced professionals, provides expert oversight of all our clients’ portfolios.