Personal Wealth Management / Corporate Information

How Fisher Investments' Transparency, Client Resources and Fiduciary Responsibility Benefits You

Fisher Investments’ typical client is an investor who is comfortable delegating investment decision-making responsibility to a trusted adviser over a long period. Many come to us to handle all of their wealth management needs.

Transcript

Some of the unique advantages we offer to our clients are one, increase transparency to understand what the solution is for their investment needs and how it helps them. Two, the scale to be able to offer all kinds of resources that some of our smaller advisor competitors simply can't offer. And three, as a fiduciary for our clients the comfort that comes from knowing that we're gonna put their interests first. The typical private client is somebody who's worked hard, save their money, and wants to enjoy their retirement years so they're gonna hire us to be their trusted advisor and oversee their wealth. Help them reach their long-term goals so they can spend more time just enjoying themselves. People should look to Fisher Investments for their wealth management and investment management needs because we care about our clients and we're here for the long haul.

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