Fisher Investments Reviews and Awards - November 2024
Hiring a money manager is one of the most important decisions you can make, but doing your due diligence can be difficult. Our industry is rife with opinions and advice from many seemingly well-intentioned people, but how do you know whom to trust? If youâre in the process of reviewing your options, including Fisher Investments Canada, we put this page together to help you with your due diligence process.
Evaluating Money Managers
Understanding the credibility of a potential money manager is critical to making a good decision for your financial future. Your due diligence requires careful investigation and thought. Before you decide to hire any money manager, Fisher Investments Canada recommends asking the following questions as part of your review:
- How can I trust my money manager has my best interests in mind?
- How does my money manager allocate my assets to meet my unique financial goals?
- Will I have a dedicated point of contact who knows me and my financial situation?
- Does my money manager have a verified performance history of successfully navigating various market cycles over time for their clients?
You may also want to:
- Review any filings or disclosures on the company you are considering from federal regulatory agencies such as the IIROC, CSA or the MFDA.
- Consider third-party industry awards and recognition from reliable sources, such as Financial Times, Pensions & Investments, or others.
Things to Know As You Review Fisher Investments Canada
As a Registered Investment Adviser (RIA), Fisher Investments Canada has a fiduciary obligation to always put clientâs best interests first. We take the time to get to know each client, their unique financial situations and goals. This allows Fisher Investments Canada to effectively review their existing portfolio and make the changes we believe maximizes the probability of reaching those goals over their investment time horizons. When you work with Fisher Investments Canada, youâll receive ongoing support from a team of experienced Investment Counsellors who get to know your unique financial situation. We believe our commitment to unparalleled client service and a flexible investment approach are just some of the features that set us apart.
Donât just take our word for it. Fisher Investments has been named Best Financial Advisory Firm by USA Today and a top adviser by Financial Times, Equities Manager of the Year by MoneyAge and A Top US Registered Investment Adviser by Investment News primarily based on assets under management. Fisher Investments and our global affiliates are also certified as a Great Place to WorkÂź.
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Best Financial Advisory Firms
Fisher Investments was recognized by USA Today and Statista as a 2023 Best Financial Advisory Firm. USA Today and Statista chose winners based on peer and client recommendations collected via an independent survey as well as asset management growth over a five-year period. Recommendations had a weight of 20%, while AUM growth had a weight of 80% to derive the final score. Firms registered with the SEC, having a clean disciplinary record and the highest overall scores were named Best Financial Advisory Firms.
Fisher Investments pays a fee for promotion and logo distribution rights. For more information, visit https://www.statista.com/page/best-financial-advisory-firms-2023#51d188ee29f8d03a6e000009.
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Wealth & Asset Management Awards â Equities Manager of the Year
MoneyAge recognized Fisher Investments and its affiliates as their 2023 Equities Manager of the Year at the fifth annual Wealth & Asset Management Awards. This is the first time Fisher Investments has been recognised as Equities Manager of the Year by MoneyAge and follows a 2022 MoneyAge recognition as Active Manager of the Year.
MoneyAge chose winners based on recommendations from an independent panel of expert judges from within the sector considering factors such as customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.moneyage.co.uk/assetmanagementawards/winners23.php
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A Top US-Based RIA
As of July 2023, Fisher Investments was named one of InvestmentNewsâ Top US-based, fee-only Registered Investment Advisers (RIA). Fisher Investments ranks #2 on its RIA List, based on total assets under management.
InvestmentNews is a weekly publication dedicated to delivering news and analysis essential to the business of financial advisers. For its RIA List, InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, advisers must be fee-only, based in the United States, independent from any broker/dealer, and meet several other criteria. To access the full list and criteria for consideration, please visit the following link: https://www.investmentnews.com/top-fee-only-rias-in-2023-240099. Fisher Investments pays a fee for promotion and logo distribution rights.
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Great Place to Work â Certified âą - Canada
Fisher Investmentsâwhich also does business in Canada as Fisher Investments Canadaâhas been certified a great workplace by the independent analysts at Great Place to Work®, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune â100 Best Companies to Work For®â list. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments.
Disclosure: Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.
Great Place to Work® is a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune â100 Best Companies to Work For®â list. Great Place to Work® anonymously surveyed Fisher Investments employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments. Fisher Investments Canada pays a which covers administration costs and results analysis. For more information, please visit: Fisher Investments | Great Place to Work® and Great Place to Work Canada.
As of 30/09/2024, over 165,000 clients globally have done their due diligence on Fisher Investments and chosen to entrust us with their financial futures. We’re proud of our clients’ continued confidence in us.
Understanding Online Reviews
Fisher Investments Canada knows that researching other peopleâs experiences with different service providers can be helpful in making purchasing decisions. For example, reading reviews about a hotel or restaurant you might visit. However, weâd caution against making decisions on online reviews alone, particularly when considering your money management options. The internet abounds with unverified users posting reviews of businesses (often paid by third parties to do so) or suspicious âreview sitesâ with hidden conflicts of interest.
Hereâs a list of useful tips to consider when youâre trying to sort out the facts from the noise in online reviews:
- Does the review seem like it is from a real person with actual first-hand experience?
- Does the review site verify their users by asking for an email, login, dates of experience with a service provider, etc.? Could anyone leave a review for any reason?
- Does this review cover a period of time showing the adviser throughout a market cycle, or is it simply driven by the short-term performance of the market?
- Is the review overwhelmingly biased toward one view?
For Fisher Investments UK reviews are a small part of a bigger picture and although they can provide insight, they should not be trusted on face value alone.
Competitor Reviews
In todayâs online world, many businesses try to get their websites to appear in search results for competitors in an attempt to win business. One tactic is to provide a âreviewâ of a competitor online. However, this tactic is one-sided, often hides important information (like conflicts of interest), spreads misinformation orâat its bestâis based on limited information. It also presents the opportunity to cherry-pick data that may not represent actual, real world client results.
A Holistic Approach
Fisher Investments Canada recommends reviewing an investment professional from multiple perspectives. Along with evaluating awards and recognition, we believe asking the right questions increases the likelihood a money manager can help you meet your goals. If you trust the answers, review available customer experiences from verified sources to help evaluate the firm.
Fisher Investments Canada believes the right fit for you is a firm that understands your goals and has experience helping similar clients with similar goals achieve success. Trusting an adviser with your nest egg is a big step. Fisher Investments Canada recommends thinking critically and holistically about the process so youâre set up for success.
How We're Different
Fisher Investments is one of the worldâs largest independent, fee-only investment advisers. From our founding in 1979, our firm has been structured to help us put your interests first and we believe our time-tested, top-down investment approach is critical to our clientsâ investing success.
We provide a tailored approach to investment management and financial planning. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio.
Fisher Investments Canada reviews market performance and provides continuous education to clients via Investment Counsellors and other resources including seminars, webinars and other communications from senior members of the firmâs investments team.
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Learn why 165,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 30/09/2024. Includes Fisher Investments Canada and its affiliates.
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