High-Touch Client Service
At Fisher Investments, we commit ourselves to understanding your financial needs and giving you the education, confidence and comfort to help you reach your long-term investing goals. Portfolio management is only half the picture. Of equal, if not more, importance is our personalized service for our clients.
Your Investment Counselor
You get proactive service from your Investment Counselor. You’ll hear regularly from your Investment Counselor, and you can decide how frequently. Further, your Investment Counselor will reach out to you whenever there are important changes regarding your portfolio.
Investment Counselors are not salespeople or commission-based. Your Investment Counselor is there to keep you informed, not to sell you products. Their job is to regularly evaluate and discuss your investment objectives with you, monitor your accounts and provide day-to-day counseling and service. Their goal is to make sure you know exactly what’s going on with your money, and why.
Your Investment Counselor is your primary point of contact with Fisher Investments, but you have more than one person working for you. Your Investment Counselor coordinates with a team of investment professionals who are responsible for servicing and managing your portfolio. Your investment team includes members from Research, Trading, Operations and more—all under the guidance of the Investment Policy Committee (IPC).
Education and Communication
We want our clients to understand what’s going on with their portfolios and, more importantly, the reasoning behind our decisions. That’s why we regularly keep you updated and informed on the markets, our outlook and what drives our portfolio decisions.
In addition to regular calls from your Investment Counselor, you will have access to an array of educational materials to read, watch or listen to including:
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.
Fisher Investments continually seeks new ways to enrich your client experience. In addition to helping you achieve your long-term financial goals via portfolio management, we host a series of client-only programs to provide you with timely updates and education regarding financial markets and your portfolio.
These events, held in more than 60 cities nationwide, are exclusively for clients of Fisher Investments and offer direct access to senior decision makers and other clients of the firm. Examples include Fisher Forecast Seminars, Investment Roundtables, Fisher Friends events, and more.
There is no additional cost for clients to attend, and we encourage you to attend as many as you like.
This high level of client education and service is a cornerstone of our Private Client Group. While most of our industry reserves these offerings for institutional investors, we are proud to offer these programs to all clients.
Fisher Forecast Seminars™ are held across the country. These presentations provide clients the latest information on our global market forecasts, portfolio strategy and current events impacting financial markets.
Investment Roundtables™ are in-depth, discussion-oriented Q&A sessions with small groups of clients. Unlike our Fisher Forecast Seminars, there is no presentation—Investment Roundtable discussions are driven by topics our clients would like to cover.
Fisher Friends™ are unique client-only events offering a chance to meet other clients in your area in an informal setting over breakfast, lunch, or dinner. No agenda, no presentation, and no Fisher Investments staff apart from a brief introduction. All paid by Fisher Investments. You are the focus and topics of conversation are up to you!
Fisher Connect Webinars™ are live web-based seminars that allow clients to hear from and ask questions to Investment Policy Committee members or other senior members of our firm. These events offer an opportunity for clients who may not have the time or ability to attend in-person events.
Client Video Conferences™ are small, interactive online meetings that blend the convenience of our online webinars with the personalized Q&A of a roundtable discussion.
Client Forums™ blend the best of Fisher Forecast Seminars (topical, formal presentation) and Investment Roundtables (smaller groups with greater opportunity for questions and dialogue).
Each quarter you will receive an extensive Quarterly Review published under the direction of the Investment Policy Committee with contributions from our research staff. The Reviews discuss retrospective performance, global economic and market conditions, our future market outlook and other relevant topics.
The goal of this comprehensive report is to help you understand how current economic and political events impact the global stock market. We believe it’s a level of education and transparency few money managers provide to their clients.
Regular Insights from Ken Fisher
Monthly, Ken shares his insights on markets, the economy and other current events through an exclusive client column and video. You can also find more insights from Ken in his articles published in Real Clear Markets, his videos on YouTube and other publications globally.
Capital Markets Update Videos
Twice a year, we produce a video, hosted by the Investment Policy Committee, that explains our current market outlook. This video expands on many of the themes in our Quarterly Reviews and is a chance for you to hear portfolio decision-makers discuss the market and address many of the frequently asked client questions from the prior period.
MarketMinder is a source of “straight talk” about the financial markets, with the goal of helping investors understand whether market events are bullish or bearish, and why. The articles are updated every business day by Fisher Investments’ editorial staff, who scour over 100 periodicals, blogs and other sources to identify relevant financial news. We provide daily commentary on the markets and highlight stories in the financial media we believe deserve investors' attention and those they can ignore.