Fisher Investments Regional Vice Presidents are available nationwide to meet with you in your home or office at a time that’s convenient for you.* These experienced professionals will sit down with you in person and take the time to learn about you, your financial situation and investing goals. They’ll offer insight into your current investment approach, reviewing risks, opportunities, management fees and much more. They can review a detailed portfolio analysis with you, as well as analyses of how your specific investments—such as mutual funds and annuities—may or may not align with your goals. They’ll also help you evaluate how your current investing approach compares to Fisher Investments' approach—empowering you with the information you need to help you determine the best fit for you.
Finally, you will learn how Fisher Investments is unlike other money managers you’re likely to come across. They’ll tell you about our firm history, the background of our investment decision makers, and the institutional investing expertise we offer to private clients. They’ll also explain the ways we put clients’ interests first in every aspect of our business, including our investment approach, service model and fee structure.
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*For qualified investors with $500,000 or more in investable assets.