Fisher Investments Can Assist You Obtain Your Funding Objectives













Fisher Investments Can Assist You Obtain Your Funding Objectives











































































For over 40 years, Fisher Investments has helped buyers obtain their monetary targets.* We work in our purchasers’ greatest pursuits by considering and appearing independently slightly than following outdated business practices. Our personalised method, our whole dedication to serving our purchasers and our investing expertise make us distinctive in our business.

About Fisher Investments

Fisher Investments was based in 1979 and has expanded to Canada and to the UK, France, Spain, Italy, the Netherlands, Belgium, Denmark, Norway, Sweden, Japan and Australia by way of its associates. Fisher Investments presently manages $197 billion* for buyers worldwide and helps over 80,000 purchasers* meet their monetary targets.

*As of three/31/2022, Fisher Investments and its subsidiaries handle over $197 billion in belongings—over $156 billion for North American non-public buyers, $39 billion for institutional buyers, $17 billion for European non-public buyers and $39 billion for US small to mid -sized enterprise retirement plans.

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Why Do Over 80,000 Shoppers Work With Fisher Investments—And Why Ought to You?


Whenever you turn out to be a shopper, you get a complete monetary plan, together with sources on investing, Social Safety, Medicare, tax effectivity and extra. That will help you profit from our companies, you get a devoted adviser who takes the time to get to know your distinctive targets, funds, well being, household and way of life. To high it off, we’re a fiduciary—that means we’re in your nook, now we have your again, we’re right here for you and we all the time put your pursuits first.

Study methods we will flip your long-term planning wants into a cushty retirement.

Fisher Investments is registered with the SEC as an funding adviser offering asset administration to excessive web value people worldwide. We uphold the business’s highest customary of care and assist buyers attain their long-term targets by way of energetic cash administration.

Fisher Investments gives complete, personalised monetary planning companies—together with budgeting, cash-flow evaluation, property and tax planning and techniques for maximizing Social Safety advantages.

Shoppers profit from a devoted Funding Counselor who helps them perceive what is going on on of their accounts—and why. Your Funding Counselor stays in contact by way of up and down markets and can assist you entry a wealth of unique content material and informational sources.

Different cash managers could supply cookie-cutter portfolios or methods primarily based on a single fashion of investing. Which means you are getting the identical recommendation as everybody else, no matter your scenario. Whereas different managers could think about simply your age or danger tolerance, Fisher Investments learns about your targets, monetary wants, well being, age, household and extra. Then we’ll construct a portfolio tailor-made to your scenario.

Not like some cash managers, we do not earn commissions on trades. As an alternative, we use a tiered charge construction that is primarily based in your portfolio’s measurement. This implies we’re all the time centered on purchasers’ greatest pursuits, and when purchasers do higher we do higher.

With over 140 years of mixed investing expertise, our Funding Coverage Committee (IPC) makes all strategic funding selections for our purchasers’ portfolios. The IPC is supported by our giant analysis division, which incorporates capital markets, macroeconomics, securities and quantitative analysts. As market circumstances or wants change, we could alter your asset allocation to maintain your portfolio positioned that will help you meet your long-term targets.

Fisher Investments’ Non-public Shopper Group focuses on excessive web value people with investable belongings of $500,000 or extra. We imagine this market is underserved—and deserves a greater type of cash administration uniquely suited to their long-term targets.


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*40+ years serving to buyers such as you

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