Personal Wealth Management / Financial Planning

How We Tailor a Portfolio for Each Client

Photo of Bill Glaser

How are you invested? Does your money manager preach set-it-and-forget-it strategies? Does he or she use your age as the primary driver for your investments? While this is relatively common, these kinds of strategies may not be personalized enough for you, which can lead to investment oversights and mistakes given your personal situation. In this video, Executive Vice President of Portfolio Management, Bill Glaser, discusses how Fisher Investments determines each client’s portfolio strategy and all the factors that go into that decision.

Fisher Investments takes a comprehensive approach that considers each client’s goals, investment time horizon, cash flow needs, tax considerations, outside assets, risk tolerance and more. Many money managers will simply create a portfolio based on one or two factors alone. However, focusing too heavily on just one aspect can lead to a portfolio that may not be tailored to your personal situation or ignores other important factors. Our rigorous and thorough approach creates what we think is an optimal portfolio for you given all the information we collect in our initial conversations. If anything changes in your situation over time, Fisher Investments can also make changes to your portfolio and investment strategy to make sure your portfolio is still appropriate and personalized for you.

Transcript

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Graphic: How We Tailor a Portfolio for Each Client FISHER INVESTMENTS ®

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Bill Glaser: There's a number of contributing factors that go into determining a client's portfolio strategy. And we take a comprehensive approach that's really tailored to the needs of each individual client.

And we're looking at a whole host of things. Whether it's what are their investment objectives? Or, said differently, what are the goals for their assets? What's the time horizon for their assets? Meaning how long do they need their assets to work for them? What sort of restrictions might they want to place on the portfolio? Do they need to draw income or cash flows from the portfolio? Are their tax considerations? Do they have outside assets that are managed outside of our purview that we should be considering? And what are their risk tolerances?

So this approach differs from the competition in the sense that a lot of managers out there, they'll simply have you fill out a questionnaire, a risk tolerance matrix, or even take more of an age based approach in terms of trying to dictate what is the optimal asset allocation for any given client or strategy. But, that's not what we're doing at Fisher Investments. We are much more comprehensive in nature with a much more rigorous process that considers not only all of those factors, but many others.

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Interested in learning more about Fisher Investments and how we can help? Call us at (888) 823-9566 to speak with a local representative.

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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.

FISHER INVESTMENTS®

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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 these 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.

FISHER INVESTMENTS®

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