Personal Wealth Management / Corporate Information

Putting Clients First

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We do things differently than other investment firmsโ€”not just to be different, but because it makes a difference for our clients. We designed our entire business to minimize conflicts of interest. We have a strong division of labor between our sales and service roles, allowing employees in each role to focus on their strengths. At Fisher, our client service is wholly focused on providing superior service, not additional sales.

Video Transcript

Audio

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Gentle piano music plays.

 

Judith: What Fisher means to me is integrity. Every step of the way, every single person is trying to do what is absolutely right for the client.

A woman dressed in a black suit appears. The camera occasionally changes angles. A fly-out in the lower left corner identifies her as Judith, 21 years at Fisher Investments, Regional Senior Vice President.

Rachel: I feel empowered in my job, and that allows me to work to develop relationships with my clients outside of just me being their financial adviser.

A woman dressed in a black suit appears. The camera occasionally changes angles. A fly-out in the lower left corner identifies her as Rachel, 5 years at Fisher Investments, Investment Counselor Team Leader.

Moriah: One of the most gratifying things about this job is the people and helping everyone, every single day.

A woman dressed in a black sports jacket and white blouse appears. The camera occasionally changes angles. A fly-out in the lower left corner identifies her as Moriah, 14 years at Fisher Investments, Human Capital Senior Program Manager.

 

Judith (off-screen): You don’t have to be worried about somebody trying to take shortcuts here. Everything is done to the very highest standard.

Screen pans back to Judith.

 

Rachel: I’ve had clients tell me they love me. They have become part of my family.

Rachel appears back on screen. The camera occasionally changes angles.

 

Judith (off-screen): If I’m wearing a jacket that say Fisher on it, I’m proud.

Judith appears back on screen.

Katie: I am Fisher.

A woman dressed in a grey sport jacket appears. A fly-out in the lower left corner identifies her as Katie, Regional Vice President.

 

Payal: I am Fisher.

A woman dressed in a multi-colored blouse appears. A fly-out in the lower left corner identifies her as Payal, Recruitment Marketing Program Manager.

 

Rachel: I am Fisher.

Rachel appears back on screen.

Judith: We are Fisher Investments.

Judith appears back on screen.

The volume of the music lowers.

The screen dissolves to reveal text:

FISHER INVESTMENTS®

INVESTMENTS IN SECURITIES INVOLVE THE RISK OF LOSS.

The music fades out.

The screen fades to black.

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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.

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*As of 12/31/2021. Includes Fisher Investments and its subsidiaries.

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