How We Tailor a Portfolio for Each Client

Graphic: How We Tailor a Portfolio for Each Client
FISHER INVESTMENTS CANADA™

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Bill Glaser: There's a number of contributing factors that go into determining a client's portfolio strategy. And we take a comprehensive approach that's really tailored to the needs of each individual client.

And we're looking at a whole host of things. Whether it's what are their investment objectives? Or, said differently, what are the goals for their assets? What's the time horizon for their assets? Meaning how long do they need their assets to work for them? What sort of restrictions might they want to place on the portfolio? Do they need to draw income or cash flows from the portfolio? Are their tax considerations? Do they have outside assets that are managed outside of our purview that we should be considering? And what are their risk tolerances?

So this approach differs from the competition in the sense that a lot of managers out there, they'll simply have you fill out a questionnaire, a risk tolerance matrix, or even take more of an age based approach in terms of trying to dictate what is the optimal asset allocation for any given client or strategy. But, that's not what we're doing at Fisher Investments. We are much more comprehensive in nature with a much more rigorous process that considers not only all of those factors, but many others.

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FISHER INVESTMENTS CANADA™

Fisher Asset Management, LLC, trading under the names Fisher Investments and Fisher Investments Canada, is established in the USA and regulated by the US Securities and Exchange Commission and the Ontario Securities Commission.

Investing in equity markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is not an indication of future performance. The value of investments and the income from them will fluctuate with world stock markets and international currency exchange rates.

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FISHER INVESTMENTS CANADA™

This commentary constitutes the general views of Fisher Investments Canada and Fisher Investments, and should not be regarded as personalized investment or tax advice or as a representation of their performance or that of their clients. No assurances are made that they 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 made herein. Not all past forecasts have been, nor future forecasts will be, as accurate as any contained herein.

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