Becoming a Client: The Onboarding Process and Service Team

Transcript

Ben Pressler:

Once you've decided Fisher Investments is the right choice for you, we want to make sure you're onboarding experience is as straightforward and stress free as possible. Our step-by-step process is designed to be simple and hands on, to provide you every assurance that your financial future is in the right hands. First, we take the time to get to know you and your unique financial situation. Next, we'll support you during the account opening and portfolio recommendation process and introduce you to the many services available to you as a client early on. You'll be introduced to your service team, your liaison to the Investment Policy Committee, the decision makers in your portfolio and our research department, among a host of other resources. In getting to know you personally, your service team will seek to learn more about your retirement goals, financial obligations and other details about your family, health, interests and aspirations. The better we know you, the better we can tailor an investment strategy aligned to your personal situation and goals. Once you approve the portfolio recommendation and your account is set up at one of our third-party custodians and funded, we will implement the strategy designed for you.

Naj Srinivas:

To learn more about how we can help you achieve your long term investment goals. Contact us at the number below. Thank you again for your interest. We know you have many money management options, and we appreciate your interest in learning more about how we can help you.