Personal Wealth Management / Corporate Information

What You Can Expect as a New Client at Fisher Investments

When Fisher Investments begins a relationship with a client, we take the time to understand the full scope of a client’s financial situation and goals for their retirement. Only after we have an in-depth understanding of the details of a client’s financial situation do we make a portfolio recommendation for them.




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What to Expect as a New Client

Fisher Investments®

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Jill Hitchcock: When a new client hires Fisher Investments and joins our private client group, they can expect a very in-depth process of learning about their full financial situation.




Jill Hitchcock (continues): They'll meet their Investment Counselor, who typically has anywhere from 5 to 30 years of industry experience. And their Investment Counselor will work closely with them to understand the full scope of their financial situation, as well as what they need these assets to achieve over what period of time?

We're going to start off by helping them set up an account at one of our custodians. These are big, well-known firms such as Charles Schwab or Fidelity or UBS. And in fact, one of the key elements that a potential client should look for when they're looking for an investment advisor is the separation of money management and custody. We don't ever take custody of assets. So, we're going to help the client set up that account and we're going to go through an extensive process learning and understanding a client's full personal and financial situation in order to make an asset allocation recommendation for them. We're going to go through that recommendation with them in detail, explaining exactly what we're going to do and how we think that gives them the highest likelihood of achieving their goals. And only when the client is comfortable with that recommended approach will we actually move forward with the implementation of their new portfolio.

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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.


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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.



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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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Learn More

Learn why 155,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 7/1/2024

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