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.
- 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?
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 is no guarantee of future returns.
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.
As of July 2021, Fisher Investments was named one of InvestmentNews’ Top 10 US-based, fee-only Registered Investment Advisers (RIA). Fisher Investments ranks #2 on its RIA List, based on total assets under management.
In 2010, Ken was recognised by Investment Advisor as one of the most influential people in building the independent advisor profession over the past 30 years. A year later, he was included on Investment Advisor’s annual list of the 25 most influential people in and around the advisor universe.