COVID-19 and Your Investments:
Insights to Help You Navigate This Unprecedented Period and Stay on Track to Your Goals.
If you're looking for an investment firm to manage your hard-earned assets and provide you with financial planning services—so you can enjoy your retirement or whatever else matters most to you in life—then you have come to the right place.
For over 40 years, we've helped clients down the path of reaching their financial goals.** We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.
Fisher Investments is an independent investment adviser currently managing $121 billion for individuals, families and institutions around the world.*
This means you get a more disciplined investment strategy and a higher level of service thanks to our roots as an institutional money manager.
We provide a tailored approach to investment management and financial planning that always puts clients first. This starts with a comprehensive assessment of your personal situation that informs your investment strategy and even considers important factors outside of your portfolio. If you own an annuity, Fisher Investments can analyze it and help you determine if it makes sense as a long-term investment for you. The result is a highly personalized approach consistent with your goals and needs.
We don’t sell cookie-cutter portfolios. We take the time to understand your individual goals and needs, and build a tailored portfolio to help you meet your objectives. And we regularly check in on anything that may have changed.
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Unlike many firms that use complex financial plans to sell you pre-packaged commission-based products, we give thorough attention to your comprehensive financial needs to determine the best recommendation for you.
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We often see clients who were sold an annuity that does not meet their greater financial goals. Often there’s a better way. We will review your annuity contract in detail to help you determine whether or not it’s right for you.
Learn MoreWhen you work with dedicated professionals who care about your well-being, it can help give you confidence and peace of mind. Our culture supports our commitment to provide unparalleled service that puts clients’ interests first.
Learn more.Unlike many money managers that sell cookie-cutter portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments doesn’t sell high-commission investment products and earns no commissions on trades. We simply charge a management fee based on the size of your account—so we do better when you do better. Furthermore, you will have a dedicated Investment Counselor who calls regularly to keep you informed (not because we have something to sell).
| Fisher Investments: |
|---|
 Tailors your portfolio to your goals and needs |
| Calls regularly to keep you informed |
| Never has hidden or layered fees |
| Some Money Managers: |
|---|
 Provide cookie-cutter portfolios |
| Only call when they have something to sell |
| Sell high-commission investment products |
We begin by getting a deep understanding of your personal situation, goals and needs. We then determine the appropriate investment mix for you. Fisher Investments’ top-down process starts with how much to invest in stocks, bonds, cash or other securities—to maximize the likelihood of reaching your goals. We believe this decision has the biggest impact on your returns over time. From there, we emphasize parts of the market we believe will perform best, such as different countries and sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, global approach to portfolio management helps best capitalize on investing opportunities around the world.
Importantly, our approach isn’t “set it and forget it.” As a client, you’ll hear from us regularly to make sure your portfolio continues to serve your goals. We believe staying on the path to your goals is one of the biggest challenges facing investors today, which is why client service is a top focus. As a client, you’ll have a dedicated Investment Counselor who provides you regular, ongoing updates on the market and your portfolio.
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If you have $500,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.
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We charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better. There are never hidden or layered fees.
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Many of our clients are looking for their assets to last throughout their retirement years while generating income. We therefore take a longer-term view toward performance measurement.
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Fisher Investments Private Client Group has representatives in all 50 states, and in 14 countries internationally.
US Headquarters
5525 NW Fisher Creek Drive
Camas, WA 98607
Additional Offices
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Fisher Investments firmly believes that education is key in the retirement planning journey, which is why we’re offering FREE guides below at no cost or obligation to you.
*As of 12/31/2019, Fisher Investments and its subsidiaries manage over $121 billion in assets—over $75 billion for North American private investors, over $33 billion for institutional investors and over $11 billion for European private investors.
**As of 12/31/2019.
