What You Can Expect as a New Client at Fisher Investments

What to Expect as a New Client

Fisher Investments Canada™

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A woman dressed in a grey sports blazer is featured. A fly-out in the lower left corner identifies her as Jill Hitchcock, Senior Executive Vice President, US Private Group.

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Jill Hitchcock: When a new client hires Fisher Investments and joins our private client group, they can expect a very in-depth process of learning about their full financial situation.

Jill Hitchcock (continues): They'll meet their Investment Counsellor, who typically has anywhere from 5 to 30 years of industry experience. And their Investment Counsellor will work closely with them to understand the full scope of their financial situation, as well as what they need these assets to achieve over what period of time?

We're going to start off by helping them set up an account at one of our custodians. These are big, well-known firms such as Charles Schwab or Fidelity or UBS. And in fact, one of the key elements that a potential client should look for when they're looking for an investment advisor is the separation of money management and custody. We don't ever take custody of assets. So, we're going to help the client set up that account and we're going to go through an extensive process learning and understanding a client's full personal and financial situation in order to make an asset allocation recommendation for them. We're going to go through that recommendation with them in detail, explaining exactly what we're going to do and how we think that gives them the highest likelihood of achieving their goals. And only when the client is comfortable with that recommended approach will we actually move forward with the implementation of their new portfolio.

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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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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.

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