General / 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.

Visual

Title screen appears, “Advantages of Fisher Investments”

Audio

[Music]

Visual

A man appears on the screen wearing a navy suit, sitting on a sofa in office. He begins to speak.

A banner identifies him as Nathan Fisher, Senior Executive Vice President, Fisher Investments.

Audio

Nathan Fisher: 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 going to put their interests first.

The typical private client is somebody who's worked hard, saved their money and wants to enjoy their retirement years. So they're going to 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.

Visual

The screen appears to switch back to another title showing contact information. “Interested in learning more about Fisher Investment and how we can help? Call us at (888)823-9566 to speak with a local representative.”

A series of disclosures appears on the screen:” Fisher Asset Management, LLC does Business as Fisher Investments, investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is not guarantee of future results.

This commentary constitutes the general views of Fisher Investments and should not be regarded as personalized investment or tax advice or as a representation of their performance or that of their clients.

No assurances are made that they will continue to hold their views, which may change at any time based on new information, analysis or reconsideration.

In addition, no assurances are made regarding the accuracy of any forecast made herein. Not all past forecasts have been, nor future forecasts will be, as accurate as any contained herein.

Audio

[Music]

Image that reads the definitive guide to retirement income

See Our Investment Guides

The world of investing can seem like a giant maze. Fisher Investments has developed several informational and educational guides tackling a variety of investing topics.

A man smiling and shaking hands with a business partner

Contact Us

Learn why 145,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 12/31/2023

New to Fisher? Call Us.

(888) 823-9566

Contact Us Today