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VIDEO: How Our High Touch Service Model Benefits Clients

3:05 minutes

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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Fisher Investments Services

At Fisher Investments, our goal is simple—to help you achieve your long-term financial goals. Our portfolio management techniques are designed to align with your individual needs. We take the time to understand your personal financial situation, long-term goals and investing objectives before making any recommendations. We utilize that information to craft a portfolio specifically for you—but it won’t be static. Over time, your portfolio may change based on your personal circumstances, or our forward-looking views of the market.

We offer a comprehensive set of financial planning, annuity evaluation, and portfolio management services.

Private Client Services

Institutional Services