Flexible Investment Strategy
We are total return investors, which we believe differentiates us from most other types of investors. For example, while "growth investors" and "value investors" tend to adhere to static asset allocations, we can dynamically shift our investment strategy depending on our view of forward-looking market conditions. Our aim is helping you achieve your investment goals in all market conditions.
Asset Allocation; A Dynamic Approach
If we forecast a bull market, we emphasize stocks, while we may take a defensive approach if we forecast a bear market. We have a variety of tools and tactics at the ready with the goal of helping reduce risk, like moving you into bonds or cash or taking other defensive postures. We have a long and demonstrated history of forecasting bear markets and reacting quickly and decisively.
Global Investing
We seek to manage risk and maximize opportunity by investing globally for our clients. The US makes up less than 50% of the world stock market, but many American investors focus solely on US stocks. We invest globally to take advantage of opportunities many money managers miss with the goal of helping enhance performance and manage risk.
Hands-on Customer Service
At Fisher Investments, we understand you want updates on important changes to your account, or even on what's going on with the economy and markets. As a client, you'll have a dedicated Investment Counselor who knows you and proactively keeps you up-to-date on our market views and any account changes. You'll hear from us on a regular basis to discuss your account and progress toward your goals—and not to sell you a new product or service. Our goal is helping you feel comfortable with your portfolio, so we strive to help you understand exactly what is going on in your account and why. We feel our proactive, hands-on customer service approach is a key reason why more than 9 out of 10 Fisher Investments clients stay with us.*
Established Track Record
Ken Fisher, our founder and CEO, has an over 20-year public track record of making accurate market calls through his Forbes magazine columns, and was also recently ranked as a top market forecaster by the CXO Advisory Group.** Our Investment Policy Committee has over 60 years of combined money management and investment services experience.
Competitive, Transparent Fee Structure
We charge a fee based only on assets under management, aligning our incentives with our clients’ best interests. Unlike many stock brokers, we make no profit on trades, leaving us zero incentive to "churn" your account. Often, our fees are lower than what clients were previously paying – and our fee may be tax deductible, depending on your situation. We strive to keep more of your money working in your portfolio.
* Average annual private client retention, 1997 – 2006
** Fisher Investments has no affiliation with CXO Advisory Group. http://www.cxoadvisory.com/gurus. Market calls represent descriptions of the overall market and don't represent the performance of Fisher Investments.
Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Investments in foreign securities can involve additional risks such as losses related to other currencies and securities markets.
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