The 5 Pitfalls of Mutual Funds

This guide tells you how, contrary to popular belief, diversifying in mutual funds may actually be hurting your portfolio’s performance and shows you how you can give your investments the strategy they deserve. If you are reviewing how your portfolio is invested and you have $500,000 or more, read our guide to see if it’s time you graduate to a better investment strategy.


Why You May Need A New Approach

- Are you paying hidden fees?

- Are your mutual funds personalized for you?

- Is there such a thing as over-diversification?

- Are you sacrificing tax efficiencies with your funds?

Get Your Guide Here


Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.


About Fisher Investments Canada

Since our founding over 35 years ago, Fisher Investments has served investors as a fiduciary, meaning we’re required to put our client’s best interests first. Unlike brokers, we won’t push proprietary products like mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on your needs, not ours. Founder and Executive Chairman, Ken Fisher, has authored several New York Times bestsellers on finance and investing and is a recipient of numerous awards and recognition.

For more information on what sets us apart, please visit our Fisher Investments Canada Difference page.

We hope you’ll find Fisher Investments Canada’s guide unique and extremely useful!
Download your copy of The 5 Pitfalls of Mutual Funds now.


Recognition for Fisher Investments and Affiliates


FT

Fisher Investments has been named on The Financial Times’ FT300 list for the fourth consecutive year.

Investment News

Fisher Investments ranks #2 on its RIA List, based on total assets under management.

IA30

Ken Fisher ranked as a Top 30 Most Influential Advisor.