Over 165,000* Clients Around the Globe Trust Fisher Investments and Its Subsidiaries as Stewards of Their Financial Futures
*As of 30/09/2024. Includes Fisher Investments and its affiliates.
Wealth Management Services
Once you become a client, Fisher Investments Ireland serves as your investment manager and outsources aspects of day-to-day portfolio strategy decision-making to its US-based parent company, Fisher Investments. Fisher Investments Ireland creates tailored investment plans for each client, designed to help them achieve their investment goals and objectives. The process starts with a comprehensive assessment of your financial situation that informs your recommended investment strategy and considers important factors outside of your portfolio. This results in a personalised investing approach consistent with your goals and needs.
As a client, you will receive direct, proactive service from your Fisher Investments Ireland Investment Counsellor, who knows you by name and keeps you up to date on any important changes in your account. Youβll hear from Fisher Investments Ireland regularly to help you understand exactly whatβs going on in your account and why, so you feel comfortable with your portfolio.
Portfolio Management
Fisher Investments Ireland takes the time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. At the conclusion of this detailed review, we may recommend, where deemed suitable, an asset allocation strategy we feel best fits your particular situation, along with a recommendation for the discretionary investment management services of Fisher Investments.
Working With Us
Account Size
If you have €350,000 or more in investable assets, contact us today to find out how Fisher Investments Ireland can help you achieve a successful financial future in retirement.
Fees
As a client, you will pay an initial funding fee and an ongoing management fee based on the value of the assets Fisher Investments Ireland manages for you. We structure fees so we do better when you do better.
Performance
As a client of Fisher Investments Ireland, you will receive transparent performance measurements—net of all fees—so you can accurately track progress over time toward your long-term financial goals.
A Global Investment Manager Who Is Focused on You
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Proactive Advice
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Institutional Expertise
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Global Opportunities
Proactive Advice
As a client, you’ll hear regularly from your Fisher Investments Ireland Investment Counsellor, who knows you by name and keeps you updated on your portfolio strategy and investments. Our goal is to help you understand what is going on in your account and why, so you feel comfortable with your strategy.
Institutional Expertise
Corporations, pension funds, endowments and other institutions conduct in-depth analysis and thoroughly scrutinise a number of investment advisers before hiring one. Fisher Investments and its subsidiaries have a long history of managing assets for such institutions and provide similar institutional knowledge to individuals and families. Investing with Fisher Investments Ireland means you get a disciplined investment strategy along with our high-touch client service.
Global Opportunities
Fisher Investments seeks to maximise opportunities and manage risk by investing globally. Many investors wrongly focus solely on stocks from their home country. We believe this ignores vast investment opportunities. This sort of home-country bias may also lead to a lack of portfolio diversification. Investing globally helps take advantage of worldwide opportunities other money managers may miss.
Our Approach
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Achieve Your Financial Goals
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We Tailor a Portfolio for You
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We Keep You on Track
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Continuous Education
Achieve Your Financial Goals
Every investor’s situation is unique. Having a good understanding of your financial goals is an important first step in the wealth management process. We listen to your needs, assess your situation and work with you to develop an investment strategy that helps achieve your goals. Whether you are just starting to plan for your retirement or are already there, our guidance can help keep you on track.
A Portfolio Tailored for You
Fisher Investments Ireland begins by getting a thorough understanding of your personal situation, goals and needs. Next, Fisher Investments uses this information in a top-down investment process to determine the mix of stocks, bonds, cash or other securities that maximise the likelihood of reaching your financial goals. We believe this decision has the biggest impact on returns over time.
From there, we emphasize parts of the market we believe will perform best, such as different countries and stock market sectors.
Finally, the investment team analyses individual securities and selects the ones they believe best capture their high-level views.
We believe this active approach to portfolio management enables us to capitalise on global investing opportunities and help you achieve your financial goals.
Keeping You on Track
As a client, you’ll hear from Fisher Investments Ireland regularly to make sure you're informed about markets and to help ensure your portfolio continues to serve your financial goals. Many investors are often tempted to stray from the path to their financial goals, which is why we focus on providing unparalleled client service.
Continuous Education
If you’d like to see whether our approach is a good fit for you, contact us today. We can provide you with a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying. If you decide to become a client, our team of wealth management professionals will help make the transition as smooth and seamless as possible.
Once you become a client, your Investment Counsellor will serve as a long-term resource for information and support. You’ll also have access to exclusive educational resources such as seminars, webinars and other communications from senior members of the firm’s investment team.
Insights & Media
Learn More
Learn why 165,000 clients* trust Fisher Investments and its affiliates to manage their money, and find out how we may be able to help you achieve your financial goals.
*As of 30/09/2024. Includes Fisher Investments and its affiliates.
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