Personal Wealth Management / Corporate Information
Becoming a Client: The Onboarding Process and Service Team
Fisher Investments’ new client onboarding experience is designed to be as simple and stress free as possible. We take the time to get to know our clients and their unique financial situations so we can tailor a portfolio designed to help them reach their goals. Then, we walk them through every step of the process, from account opening to strategy implementation.
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.
Insights & Media
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Expert Commentary Ken Fisher Introduces the 3rd Edition of "The Only Three Questions That Still Count"2025-09-04
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Politics Inside Tariffs’ Appellate Court Strikedown2025-09-04
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Corporate Information Becoming a Client: The Onboarding Process and Service Team2025-09-04
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Economics Moods Stay Cool Amid Warmer Summer Data2025-09-03
Learn More
Learn why 185,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 6/30/2025
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