How Fisher Investments Tailors Portfolios for Each Client
The investment strategy can be tailored according to Fisher Investmentsโ forward-looking market views, as well as your personal objectives and investment mandates.
Fisher Investments has been managing discretionary assets for over 45 years and remains committed to building portfolios that reflect client values and help achieve their investment goals.
Considerations for a Tailored Portfolio
Other money managers may take an age-based approach or have you fill out a basic questionnaire to determine an optimal asset allocation or investment strategy. At Fisher Investments Singapore, we take a comprehensive approach, entailing a thorough information-gathering process that considers a variety of factors to create tailored portfolios for clients.
Here are some of the factors we may consider to create optimal long-term investment strategies for clients:
- Your Investment Time Horizon – How long do you expect to need your money to be working towards your objectives?
- Investment Objectives – What portfolio value and cash flow do you wish to target over your investment time horizon?
- Cash-Flow Requirements – How should your portfolio be managed to accommodate your cash-flow needs?
- Outside Assets – Are there assets not being managed by Fisher Investments that should be considered when constructing your portfolio?
- Outside Income – Do you receive cash flow from sources other than your portfolio?
- Attitude to Risk – How comfortable are you taking risk (i.e., volatility)?
- Restrictions or Customisations – What other personal needs or desires should we consider?
A Personalised Portfolio Analysis and Recommendation
At the onset of your relationship with us, we will take the time to understand your long-term investment goals and objectives, along with your current financial picture. Under the direction of Fisher Investments’ Investment Policy Committee, Fisher Investments Singapore’s analysts can assess this information to provide you with a personalised portfolio analysis, investment strategy and asset allocation recommendation we feel best fits your situation.
As your circumstances change, your portfolio needs may change too. Your Investment Counsellor will regularly review your individual situation with you and keep you abreast of our views on capital markets and important developments related to your portfolio.
*The contents of this webpage should not be construed as tax advice. Please contact your tax professional.
Learn More
Learn why over 190,000 clients* trust Fisher Investments and its affiliates to manage their money and how we may be able to help you achieve your financial goals.
*As of 30/09/2025. Includes Fisher Investments and its affiliates.
New to Fisher? Call us.
Contact Us Today