A Fisher Investments Client Is More Than Just a Number

We understand everyone has unique investing goals and objectives, and pride ourselves in getting to know our clients so we can help them meet their individual investing needs. In addition, we believe the more you know about how we make our investing decisions, the more comfortable you'll be with our management of your portfolio, so we focus on proactive communication with our clients.

You'll also have periodic access to your account details and updates on our thoughts about topics relevant to your portfolio. Fisher Investments MarketMinder website Quarterly Reviews & Statements, custodian trade confirmations, monthly custodial statements, and online access to your account through your custodian's website all keep you up-to-date.

In addition, we offer a number of client-only events that allow you to interact with Fisher Investments professionals and other clients.

Direct, Proactive Customer Service

           

    Fisher Investments' world-class portfolio management is only half the picture. Of equal—if not more—importance is our personalized service.

    Each client is assigned a dedicated Investment Counselor as a primary point of contact. The Investment Counselor is highly trained in the financial services industry and can answer account or market-related questions in as much detail as clients desire.

    The Investment Counselor is a service person and is there to keep you up-to-date, not to sell you products.

Fisher Forecast Seminars

           

Throughout the year, we hold a series of Fisher Forecast Seminars all over the country to provide our clients with the latest information regarding our global markets forecast, events impacting financial markets, and our current portfolio strategy.

Investment Roundtables      

Senior members of our Research and Client Service departments travel the country to conduct in-depth, discussion-oriented question and answer sessions with small groups of clients.

Fisher Friends Events

Fisher Friends is an experience we don't believe you will find at any other financial firm. This unique client-only event is simply a chance for you to meet other Fisher Investments clients in your area in an informal, social setting with no involvement from Fisher Investments staff (aside from a brief introduction).

Client Conference Calls

Members of our Investment Policy Committee and senior members of our Research and Client Service Departments regularly hold conference calls with clients to discuss our outlook for capital markets, the state of the global economy, portfolio positioning, and a host of other topics.
http://www.fisherinvestments.com/clients/programs/
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