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Personalised Service
High-Touch Client Service
At the global Fisher group, we commit ourselves to understanding your financial objectives and giving you the confidence, education and comfort you need to help you reach your long-term investing goals. Portfolio management is only half the picture, though. Of equal, if not greater, importance is the personalised service you’ll receive.
Your Investment Counsellor
You get personalised service from your Fisher Investments Arabia Investment Counsellor. You’ll hear regularly from your Investment Counsellor, and you can decide how frequently. Further, your Investment Counsellor will reach out to you whenever there are important changes regarding your portfolio.
Investment Counsellors are not salespeople, nor do they receive commission-based compensation. Your Investment Counsellor is there to keep you informed, not to sell you products. Their job is to regularly evaluate and discuss your investment objectives with you, monitor your accounts and provide day-to-day counselling and service. Their goal is to make sure you know exactly what’s going on with your money, and why.
Your Investment Counsellor is your primary point of contact, but you have more than one person working for you. Your Investment Counsellor coordinates with a team of investment professionals who are responsible for servicing and managing your portfolio. Your investment team includes members of Fisher Asset Management, LLC’s (“FAM”) Research, Trading, Operations and more, all under the guidance of Fisher Investments Arabia’s Investment Committee (iCom) and FAM’s Investment Policy Committee (IPC).
Education and Communication
We want clients to understand what’s going on with their portfolios and, more importantly, the reasoning behind our decisions. That’s why your Client Service Team regularly keeps you updated and informed on the markets, market outlook and what drives portfolio decisions.
In addition to regular calls from your Investment Counsellor, you will have access to an array of educational materials to read, watch or listen to, including:
- Comprehensive quarterly reviews
- Videos on capital market developments
- Periodic updates from the FAM’s IPC
- And so much more
