Personal Wealth Management / Corporate Information
What You Can Expect as a New Client
Transcript
What you can expect as a new client at Fisher is a level of engagement from a service standpoint, with your Investment Counselor team that you've never experienced before. You're going to have a higher level of proactive conversations. You're going to have the ability to reach out whenever you have a question at any time and talk to a live person. But more importantly, when markets are turbulent, when there are times of distress in the economy, in the political landscape, you're going to be hearing from your Investment Counselor on a regular basis to let you know that we see what's going on, we hear what you're hearing, and let you know what we're doing about it to protect you and your family, with respect to making sure that you stay on track to reach your goals over time, the other thing you're going to experience is an active management approach, which means we're going to be dynamically changing the portfolio as the markets change, as the economic environment changes, and quite frankly, as your life changes.
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.
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