Investment Support Options

Options for all types of investors.

Schedule Your Meeting Now

Your Retirement Plan Utilizes Fisher’s
Investment Platform

Whether you’re just starting out or you consider yourself an experienced investor, our support options make it easy for you to invest.

DO IT FOR ME

You prefer not to be involved in the investment selection and ongoing management. You prefer to have investment professionals do it for you.

GUIDE ME

You prefer some guidance with selecting investments appropriate for your personal financial situation, time horizon and investment goals.

SELF-SELECTED

You are an experienced investor that prefers a “hands on” independent approach to investment selection.

SELF-DIRECTED BROKERAGE ACCOUNT*

You have high confidence in your investment knowledge or rely on a personal financial adviser.

*Check with your company’s Plan Administrator to determine if your plan offers the Self-Directed Brokerage Account option.

DOWNLOADABLE CHART

Investment Comparison Chart

Schedule Your Meeting

Schedule a 30-minute one-on-one meeting with a Retirement Specialist by filling out this form.

You can also contact us:

888-322-7586

contact401k@fi.com

Hours of Operation:

Monday - Friday 5:00am - 5pm PST
(Latest available appointment: 4:15pm)

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   888-322-7586   |      contact401k@fi.com

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