What Unique Insights Does Fisher Investments Provide Clients

Transcript

I think our private clients benefit most from the Investment Policy Committee by getting access to our most current and updated and best ideas. Every single member of the client private client group at Fisher Investments has access to what we view today as our best thematic concepts moving forward for their own individualized financial plan. We have clients who are very sophisticated, know a lot about financial planning in their own investments, and simply want us to help them, to guide them. We also have clients who really are novices, don't know very much about the investing world at all, and look to Fisher Investments to help take care of them through many features of their financial lives. And so it really runs the spectrum through more than 40 years of experience from Ken Fisher and over 130 years of experience from our investment policy committee. We bring not only experience, but very different thinking to the forefront. And that appears in our clients portfolios. In this business, it's all about thinking differently in order to do better. And we think at Fisher Investments, we have a great advantage for our clients.

Fisher Investments Australasia Pty Ltd, an Australian company (ABN 86 159 670 667) licensed in Australia (AFSL 433312) to provide services to wholesale clients only, uses the trade mark Fisher Investments® and, in New Zealand, operates as an overseas company (NZBN 9429052507656) using the trading name Fisher Investments New Zealand to provide services to wholesale investors only. Fisher Investments Australasia Pty Ltd outsources portfolio management to its parent company, Fisher Asset Management, LLC (AR 001292046), which is established in the US and regulated by the US Securities and Exchange Commission. Investing in equities and other financial products involves the risk of loss. Past performance is not indicative of future performance.

This information constitutes the general views of Fisher Investments Australasia Pty Ltd as of the date of this document and does not relate to a particular financial product. These views do not take into account individual financial situations, needs or objectives and should not be regarded as personal investment advice. No assurances are made we will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast or other forward looking statement made herein. Forecasts are based on current expectations and beliefs involving risks, uncertainties, assumptions, and judgments that are difficult to accurately predict and may prove inaccurate. Forecasts and any past performance information are not an indicator of future performance and should not be relied upon. Actual outcomes may be materially different. There can be no assurances that investment returns from a particular strategy or allocation will exceed returns from another strategy or allocation. Individual financial products, including fixed interest products and derivatives, and investing in different markets, carry unique risks. Any references to a particular tax treatment depends on the individual circumstances of each client and may be subject to change in the future.