Joining Fisher Investments – First Steps
Once you’ve decided Fisher Investments is the right choice for you, we take the time to get to know you and your unique financial situation. We will support you during the account opening and portfolio recommendation process and will introduce you to the many services available to you as a client.
Early on, you will be introduced to your Investment Counselor, your liaison to our Investment Policy Committee (the decision-makers for your portfolio) and our Research Department, among a host of other resources.
In getting to know you personally, your Investment Counselor will seek to learn more about your retirement goals, financial obligations, and other details about your family, health, interests and aspirations. The better we know you, the better we can tailor an investment strategy aligned to your personal situation and goals.
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.