Client Programs

Fisher Investments continuously seeks new ways to enrich our clients’ experience. We’ve created a series of client programs designed to provide timely updates and education on markets—all aimed at helping you reach your long-term financial goals. These events, held in more than 60 cities nationwide, offer unprecedented access to senior decision makers at the firm.

Fisher Forecast Seminars™ are held across the country and provide our clients with the latest information on our global market forecasts, portfolio strategy and current events impacting financial markets.

Investment Roundtables™ are in-depth, discussion-oriented Q&A sessions with small groups of clients. Unlike our Fisher Forecast Seminars, there is no presentation—Investment Roundtable discussions are driven by topics our clients would like to cover.

Investment Education Workshops™ are a series of classroom-style sessions focused on fundamental investment principles. Each is designed to be relevant for investors of all experience levels and in all stages of investment planning. Clients are encouraged to invite family members, friends, and business colleagues who want to learn more about finance and Fisher Investments’ approach to portfolio management.

Fisher Friends™
is a service we don’t believe you’ll find at any other financial firm. These are unique client-only events that are a chance to meet with other clients in your area in an informal setting. These client appreciation events are organized and paid for by Fisher Investments and held regularly in nearly every state throughout the country. Topics of conversation are completely up to you. Clients who have attended these events in the past frequently report they enjoy meeting others with similar interests, engaging in professional networking, and learning about other clients’ experiences with Fisher Investments.