Service Structure: Your Dedicated Team
Your personalized service is driven by your Senior Investment Counselor, who knows you by name and is well acquainted with your financial situation, your investing goals and your portfolio-related needs and interests.
You'll hear from your Senior Investment Counselor regularly through scheduled monthly calls. Every 30 days, they'll update you on the market and any important changes in your account. Their goal is to help you understand exactly how your portfolio is being managed and why. These monthly calls will also provide you with unparalleled access to financial and estate planning tools to help ensure your strategy and service plan aligns with your needs.
Through your Senior Investment Counselor, you will work with a dedicated Financial Planning Counselor, Estate Planning Professional, Tax Planning Specialist, Portfolio Analyst and more—all committed to ensuring every component of your wealth management strategy works together to help you achieve your goals.
Financial Planning and Wealth Management
We work with our clients to address all aspects of their financial life, big and small. Below are some of the areas where we can provide support and resources. Your Senior Investment Counselor will coordinate any of the following services you wish to explore.
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Estate and Wealth Transfer Planning: Estate planning is one of the most important steps you can take to protect your legacy and help ensure that your loved ones will be cared for according to your wishes.
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Tax Planning: You have access to a variety of tax planning resources and tools within Fisher Investments, via our dedicated Tax Specialists, and through our extensive referral network.
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Financial Planning: Our Financial Planning Counselors are available to review your financial status and planning goals and help with strategies to meet those goals.
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Charitable Giving: Thoughtful planning helps ensure your donations support organizations that reflect your values and can transform philanthropy from a transactional act into a powerful, purposeful legacy.
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Corporate Trustee Services: Choosing a corporate trustee for your trust offers significant advantages, especially for individuals seeking professionalism, expertise and peace of mind.
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Multi-Generational Engagement and Family Governance: Our goal is to help you foster financial confidence and alignment across generations while preserving the vision you’ve worked hard to build.
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Support for Business Owners: We have specific insight on the unique needs of entrepreneurs and business owners and work closely with you to develop strategies based on where you may be in the business lifecycle.
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Banking and Lending Support: We can help evaluate loan rates available and explore options for any specialty financing needs.
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Insurance Analysis and Support: We have insurance professionals to help evaluate your insurance needs and provide guidance on appropriate solutions.
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Annuity Evaluation: Whether you already own a policy or are considering a purchase, we are here to help you understand exactly what your contract entails.
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Life Planning and Aging Advisory: Aging well is about more than just money—it’s about aligning your finances with your personal goals, values, and lifestyle preferences as you move through life’s transitions.
Services provided by our in-house Financial Planning Services Team to Fisher Investments (FI) clients are offered at no additional cost. We also have a network of non-FI contacts and resources that we can help connect you with if you require additional assistance. If you choose to take advantage of our network of non-FI contacts and resources—such as for tax planning, tax preparation, corporate trustees or estate attorneys—those services may involve additional fees paid directly to the outside companies involved. Fisher Investments receives no compensation and charges no fees for referring or connecting you with these outside services.
Complimentary Content and Client Programs
In-Person and Virtual Events
We host a series of client programs designed to provide timely updates and education on marketsโall aimed at helping our clients reach their long-term financial goals. These events, held around the country and online, offer unprecedented access to senior portfolio management and client service personnel. There is no additional cost for these events and we encourage our clients to attend as many as they like each year.
As a high net worth client, youโll be invited to a variety of events specifically designed to address your needs and interests. You will also have access to our full range of standard events, including Fisher Forecast Seminars, Fisher Connect Webinars, Client Forums, Investment Roundtables and Fisher Friends Events.
Insights and Perspectives
We provide a wealth of videos, publications and other resources to keep you up to date and informed on our outlook, current market news, general investing information and the reasoning behind our strategic portfolio decisions.
Frequently Asked Questions and Answers
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Your Senior Investment Counselor will schedule monthly calls with you and your team is available to speak with you anytime in between your scheduled meetingsโyou can always reach out by phone or email.
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To reach us by phone, please call 800-550-1071. To reach us via email, please refer to the addresses listed on your team's page.
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Your Investment Counselor will supply you with additional information and coordinate with our relevant service teams to assist you. Please reach out to them with any questions or requests.