What Unique Insights Does Fisher Investments Provide Clients

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What Unique Insights Do We Provide Clients?

FISHER INVESTMENTS AUSTRALIA ®

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Michael Hanson: I think our private clients benefit most from the Investment Policy Committee by getting access to our most current and updated and best ideas.

Michael Hanson (continued): Every single member of the Private Client Group at Fisher Investments has access to what we view today as our best thematic concepts moving forward for their own individualized financial plan.

We have clients who are very sophisticated, know a lot about financial planning in their own investments and simply want us to help guide them. We also have clients who really are novices, don't know very much about the investing world at all, and look to Fisher Investments to help take care of them through many features of their financial lives. And so, it really runs the spectrum.

Through more than 40 years of experience from Ken Fisher and over 130 years of experience from our Investment Policy Committee, we bring not only experience but very different thinking to the forefront. And that appears in our clients’ portfolios. In this business, it's all about thinking differently in order to do better. And we think at Fisher Investments, we have a great advantage for our clients.

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FISHER INVESTMENTS AUSTRALIA®  

Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services to wholesale clients only and outsources portfolio management to its parent company, Fisher Asset Management, LLC (AR 001292046), which does business in the United States as Fisher Investments. Investing in equities and other financial products involves the risk of loss. Past performance is not indicative of future performance.  This document constitutes the general views of Fisher Investments Australia as of the date of this document. These views do not take into account individual financial situations, needs or objectives and should not be regarded as personal investment advice. No assurances are made we will continue to hold these views, which may change at any time based on new information, analysis or reconsideration. In addition, no assurances are made regarding the accuracy of any forecast or other forward looking statement made herein.

Forecasts are based on current expectations and beliefs involving risks, uncertainties, assumptions, and judgments that are difficult to accurately predict and may prove inaccurate. Forecasts and any past performance information are not an indicator of future performance and should not be relied upon. Actual outcomes may be materially different. There can be no assurances that investment returns from a particular strategy or allocation will exceed returns from another strategy or allocation. Any commentary regarding strategy or performance reflects our Global Total Return strategy that is benchmarked to the MSCI World Index. Given different objectives and circumstances, clients may have different benchmarks and client accounts may not contain all elements of any strategy discussed here. Individual financial products, including fixed interest products and derivatives, and investing in different markets, carry unique risks. Any references to a particular tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

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