Fisher Investments Videos

Build your investment knowledge with our video library. You’ll find easy-to-understand insights on everything from personal finance to markets and the global economy.

Putting Clients First

We do things differently than other investment firms—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.

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Diversity and Inclusion

We do things differently than other investment firms—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.

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The Importance of Being a Fiduciary Adviser

In this video, we discuss the importance of Fisher Investments’ responsibility as a fiduciary. In the financial services industry, a fiduciary is a person or business legally obligated to put clients’ interests first when making investment decisions for them.

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The Importance of Having a Benchmark

When driving, you usually want some help to stay on the road—for example, proper road lines and lighting. Without something guiding you, how can you know if you are on track to get to your destination? The same goes for investing. A benchmark provides a way for you to evaluate if you are on target to meet your goals.

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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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How You Benefit from Fisher Investments' Transparent Fee Structure

Fisher Investments offers a simple, transparent and competitive fee structure for clients. We bill only on assets under management—we do not sell products or earn commissions on trades. We believe this helps align our interests with clients’ interests. Put simply, the only way we do better is when our clients do better.

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How We Tailor a Portfolio for Each Client

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.

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How Fisher Investments' High-Touch Service Helps You

Are you receiving exceptional client service from your money manager? How often do they reach out to you? Does your adviser know you by name and understand your personal situation and retirement goals? Senior Executive Vice President of Fisher Investments’ US Private Client Group, Jill Hitchcock, introduces our Private Client Group and the unique value it provides.

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How Our Flexible Investment Approach Benefits Clients

No single investment category is right for all time. Instead, categories often trade leadership. In this video, Executive Vice President of Portfolio Management, Bill Glaser, explains how Fisher Investments takes advantage of these regular leadership rotations. Based on historical analysis of category leadership, Fisher Investments determines which countries, sectors and investment styles might perform best in the future given its economic forecast. As a global money manager, this ability allows Fisher Investments to identify countries that might perform well given their current economic and political climates. While many investors tend to invest mostly—or even solely—in their home country’s securities, Fisher Investments believes global investing is an ideal way to increase diversification, spread out risk and take advantage of opportunities around the world. Fisher Investments’ top-down investing approach differs from many investment managers who simply aim to pick hot stocks. Fisher Investments is not trying to find “needle in the haystack” stocks. Instead, Fisher Investments aims to find the “haystacks with the most needles” and then determine which securities are the best fit in a diversified client portfolio.

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How Fisher Investments' Transparency, Client Resources and Fiduciary Responsibility Benefits You

Fisher Investments’ typical client is an investor who is comfortable delegating investment decision-making responsibility to a trusted adviser over a long period. Many come to us to handle all of their wealth management needs.

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