Fisher Investments UK offers services provided by Fisher Investments. With Fisher Investments, you can expect the world-class client service you deserve with the primary objective being to help you stay on course to reaching your investment goals.
As part of Fisher Investments’ world-class client service, you will receive the following.
You will receive proactive service from a dedicated Investment Counsellor, your primary point of contact and personal liaison to Fisher Investments’ Investment Policy Committee – the primary decision-makers for your portfolio. Your Investment Counsellor knows you by name and regularly reviews your goals and objectives, explains portfolio and market activity, and handles your administrative needs quickly.
Your Investment Counsellor will contact you as often (or as infrequently) as you like. You’ll hear from them on an ongoing basis – not because they have a new product to sell, but because service is their only responsibility. Their goal is to help you understand exactly what is going on in your account, and why, so you always feel comfortable with your portfolio. Just as important, your Investment Counsellor helps you stay disciplined and on track towards reaching your longer term financial goals.
You will receive a quarterly publication published by Fisher Investments’ Investment Policy Committee that discusses retrospective performance, economic and market conditions, future market outlook and other relevant topics.
You will have access to an array of educational content produced by Fisher Investments, including investment books, financial guides, topical articles and daily website commentary via MarketMinder.com. Any of the articles, books or guides produced are available via your dedicated Investment Counsellor.
All account activity and regular brokerage statements will be provided by your custodian. Statements and a portfolio analysis of your holdings are provided by Fisher Investments.