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In this video, we explain who Fisher Investment’s Investment Policy Committee is and what benefit they provide Fisher clients.

In this video, we explain who Fisher Investment’s Investment Policy Committee is and what benefit they provide Fisher clients. The Investment Policy Committee is a five-member portfolio management team, responsible for making strategic investment decisions affecting the client’s portfolios. The members include Ken Fisher, Fisher Investments’ Founder, Executive Chairman, and Co-Chief Investment Officer; Jeff Silk, Vice Chairman, and Co-Chief Investment Officer; Bill Glaser, Executive Vice President of Portfolio Management; and Michael Hanson, Senior Vice President of Research. Collectively, the Investment Policy Committee has 130 years of combined industry experience, and the individual members have worked closely together for years. The Investment Policy Committee is responsible for all of the investing strategies at Fisher Investments—not only for our high net worth individual clients but also for the institutional group. This centralized decision-making approach is different from the rest of the industry. Our clients can be assured their portfolios receive the single approach we think will benefit them most—versus many financial services firms, in which individual advisors make separate and potentially conflicting decisions for their clients. Interested in learning more about Fisher Investments’ services and what makes the company stand out from others in the industry?

Visit our website at http://www.fisherinvestments.com

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Transcript

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The Fisher Investments Difference

Experienced Management Team

FISHER INVESTMENTS ®

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A man dressed in a navy blue suit appears. A fly-out in the lower right corner identifies him as Bill Glaser, Executive Vice President, Portfolio Management.

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Bill Glaser: The Investment Policy Committee consists of Ken Fisher, Jeff Silk, Aaron Anderson, Mike Hanson, and myself. And, collectively, we’ve been working together for a very, very long time. We have more than 130 years of industry experience, and we’re supported by a large and extensive research department.

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A man dressed in a navy blue suit appears. A fly-out in the lower right corner identifies him as Michael Hanson, Senior Vice President, Research.

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Michael Hanson: The Investment Policy Committee is responsible for all of the strategies here at Fisher Investments, which includes not only our private client portfolios, but also our institutional strategies.

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A woman dressed in a grey sports jacket appears. A fly-out in the lower right corner identifies her as Jill Hitchcock, Senior Executive Vice President, US Private Client Group.

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Jill Hitchcock: The centralized decision-making approach, provided by our Investment Policy Committee, is different from the rest of the industry because all of our clients can be assured that they’re getting our single best approach–rather than a bunch of different individual advisers all making separate and potentially conflicting decisions for their clients.

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Michael Hanson: We’re very proud to say that we’ve grown a lot over the years. And we have not only many employees, but we have an executive staff with really a lot of depth. And, within that staff, we’re very also proud to say that many of those folks have grown up within the firm, you might say. Our CEO, Damian Ornani, has been with the firm for now over 20 years. Jill Hitchcock, who leads our Private Client Group, is a very similar story.

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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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