The Fisher Difference: About Fisher

Text:

The Fisher Investments Difference

About Fisher

FISHER INVESTMENTS CANADA™

Gentle piano music plays.

A man dressed in a navy suit appears. A fly-out in the lower right corner identifies him as Nathan Fisher, Senior Executive Vice President, 401(K) Solutions.

The fly-out disappears.

The music lowers in volume.

Nathan Fisher: When my father, Ken Fisher, founded Fisher Investments, he was on a mission. He envisioned building a better type of business, one that bettered the investment universe by educating investors on the things they needed to know to be more informed consumers.

Another man dressed in a navy suit appears. A fly-out in the lower right corner identifies him as Michael Hanson, Senior Vice President, Research.

The fly-out disappears.

Michael Hanson: Ken was looking for advantages and ways to think differently about how the investment environment worked, and he pioneered many things, including the Price-to-Sales ratio. He started to look at things like small cap value in the institutional world in ways that nobody had before. And that was how the firm really got its start. And, over time it's evolved to a very unique place, that now has a top-down philosophy and offers our customers services we never would have imagined going back so far.

A man dressed in a dark grey suit appears. A fly-out in the lower right corner identifies him as Orlando Copeland, Relationship Manager.

The fly-out disappears.

Orlando Copeland: We created a model within our business focused on helping private clients, but offering the same level of portfolio construction and investment guidance that many of the large institutions we work with around the world benefit from.

Michael Hanson appears back on screen.

The camera remains focused on him, occasionally changing angle.

Michael Hanson: Fisher Investments has really grown quite a lot over time. When I started at the firm, we were just about 150 employees and had about $10 billion under management. We're very proud to say now that we have well over 2500 employees and manage over $100 billion in assets.

A woman dressed in a lavender sports jacket appears. A fly-out in the lower right corner identifies her as Jill Hitchcock, Senior Executive Vice President, US Private Client Group.

The fly-out disappears.

The camera remains focused on her, occasionally changing angle.

Jill Hitchcock: Fisher Investments has four primary businesses. Our US Private Client Group serves high net worth investors in the United States. And as well, we have an International Private Client Group that serves European high net worth investors. We have an Institutional business that serves institutions worldwide, as well as a 401(k) business.

Another man dressed in a navy suit appears. A fly-out in the lower right corner identifies him as Bill Glaser, Executive Vice President, Portfolio Management.

The fly-out disappears.

The camera remains focused on him, occasionally changing angle.

Bill Glaser: We've structured our business such that we always want to place our clients’ interests before our own. And that fiduciary responsibility is one that we don't take lightly. We also believe in transparency, not only in terms of the fees that we charge, but also in terms of how we manage portfolios. We're very direct and proactive with our communications. We offer a very flexible, globally driven, top-down investment approach. And we provide, what I believe to be, a world class service organization. I think the service offering we have is really unparalleled in this industry.

Jill Hitchcock appears back on screen.

Jill Hitchcock: Many of our employees have worked elsewhere in the industry and when they come to Fisher Investments, they realize how a true fiduciary operates and how what we're doing is different and really aligned with the interests of our clients.

A woman dressed in a beige sports jacket appears. A fly-out in the lower right corner identifies her as Jessica Smith, Client Services Vice President.

Jessica Smith: We are absolutely obsessed with creating the best possible experience for our clients, and it's something that permeates throughout the firm.

Another man dressed in a navy suit appears. A fly-out in the lower right corner identifies him as Naj Srinivas.

The fly-out disappears.

The camera remains focused on him, occasionally changing angle.

Naj Srinivas: These are people who've worked their entire lives to amass a pool of money. And they're asking us to take this pool of money and then provide for them in retirement or otherwise, and help them live a more comfortable life. In my view, there's really no more noble profession than that—to be able to have a company that: values its clients first and foremost; puts their interests ahead of anything else; tries to do right by them always, and help them along the path to reaching their long-term goals and objectives. That's really what our mission is, in my view.

The screen reveals the following text:

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.

The volume of the music increases.

The text dissolves into new text which reads:

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.

The music continues to play.

The screen fades to black.

The music fades out.