How We Tailor a Portfolio for Each Client

Transcript

Things are changing all the time, an opinion they have today may not be true tomorrow. And so consistently refreshing our view on what's happening around the globe, in the markets, in the various investments that we've chosen to put in client portfolios or not put in client portfolios, needs to be reassessed based on the changes that are constantly happening over time. Fisher is very much a forward looking active money manager. We're looking and trying to figure out what's coming down the road and how we best can position our clients to ensure that they're going to be achieving their goals in the long run.

Fisher Asset Management, LLC does business under this name in Ontario and Newfoundland & Labrador. In all other provinces, Fisher Asset Management, LLC (FAM) does business as Fisher Investments.

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. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.

This information constitutes the general views of Fisher Investments and should not be regarded as personalised investment or tax advice or as a representation of its performance or that of its clients. No assurances are made that Fisher Investments 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 made herein. Not all past forecasts have been, nor future forecasts will be, as accurate as any contained herein.