Fisher Investments opened its office in Irvine, CA, to serve the greater Los Angeles metropolitan area. If you’re looking to expand your financial portfolio and would like to know more about our investment management service, we’d be happy to chat with you—we’re right next to the Irvine Spectrum Center, off the I-5 and the 405.
When you hire Fisher Investments as your financial adviser, you can trust we’ll always place your financial planning needs first. It’s not only our legal duty as a fiduciary to align our interests with our clients’ interests, it’s the governing principle that has guided the firm since Ken Fisher founded it in 1979. Everything about our structure reflects this core value. We separate sales, service, operations and portfolio management to minimize conflicts of interest. And our fee-only policy means the fees you pay us depend on the amount of money you have invested with our firm. Fisher Investments does not receive commissions for trades or selling investment products, so we have no other motivation beyond your financial success. The better you do, the better we do—it’s simple and transparent.
At Fisher Investments, you are the most valuable source of information when we’re building your portfolio. We don’t rely on using cookie-cutter portfolios or risk tolerance surveys to create your plan. Instead, we pair you with a dedicated Investment Counselor, whose job is to get to know you, your financial goals, your lifestyle, health and the vision you have for yourself and your family. All of that informs how we tailor your portfolio to your needs.
Over the years, your Investment Counselor will also provide you with customer service unique in our industry. He or she will continually evaluate your financial objectives, keep you informed about your account, discuss the impact of current events on your portfolio and help you stay on track toward your long-term goals.
While your main point of contact will be your Investment Counselor, your portfolio will be constructed and managed by Fisher’s large research division, guided by Fisher’s Investment Policy Committee. With more than 130 combined years of investment experience, the Committee is headed by company founder and Executive Chairman Ken Fisher. In contrast to more-traditional approaches to investing, Fisher employs a universal and holistic strategy, searching globally for the assets we think will best serve your portfolio.
Our research group keeps a steady eye on what’s happening in financial markets at any given time. It’s our job to respond thoughtfully to market events and ensure your portfolio is appropriately invested. We take into account many factors, including macroeconomics, politics and sentiment—and we avoid temporary hype. Fisher also knows an informed investor is a more confident investor, and we produce extensive free educational materials so our clients can be as informed as they would like.
Contact us to discover more about how Fisher Investments challenges the finance industry to be a better place for investors. We’re located in Irvine, CA, near the intersection of the I-5 and the I-405, just an hour from San Diego. A Regional Vice President will be happy to discuss our firm—and how we can help you meet your financial goals.
To Investors Who Want to Retire Comfortably
If you have a $500,000 portfolio, download the guide by Forbes columnist and money manager Ken Fisher’s firm. It’s called The 15-Minute Retirement Plan. Even if you have something else in place right now, it still makes sense to request your guide!