Tailored Portfolios

At Fisher Investments Ireland, we start by reviewing your individual financial circumstances, goals and investment objectives. Based on our analysis, we work with our US parent company, Fisher Investments, to create a tailored portfolio strategy that is designed to help you meet your goals and objectives whilst maximising tax efficiency.

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How Fisher Investments Tailors a Portfolio for Each Client

Your investment strategy can be tailored depending on Fisher Investments’ forward-looking market views, as well as your personal objectives and investment mandates.

Fisher Investments has been managing discretionary assets for over 40 years and remains committed to building portfolios that reflect clients' values and help achieve their investment goals.

Considerations for a Tailored Portfolio

Other money managers may take an age-based approach or have you fill out a basic questionnaire to determine an optimal asset allocation or investment strategy. At Fisher Investments Ireland, we take a comprehensive approach, entailing a thorough information-gathering process that considers a variety of factors to create tailored portfolios for clients.

Some factors we may consider to create optimal long-term investment strategies for clients include:

  • Your Investment Time Horizon – How long do you expect to need your money to be working towards your objectives?
  • Investment Objectives – What portfolio value and cash flow do you wish to target over your investment time horizon?
  • Cash-Flow Requirements – How should your portfolio be managed to accommodate your cash-flow needs?
  • Outside Assets – Are there assets not being managed by Fisher Investments that should be considered when constructing your portfolio?
  • Outside Income – Do you receive cash flow from sources other than your portfolio?
  • Attitude to Risk – How comfortable are you taking risk (i.e., volatility)?
  • Capital Gains – Do you have realised or unrealised gains or losses to consider in the management of your portfolio?*
  • Restrictions or Customisations – What other personal needs or desires should we consider?

See Our Investment Guides

The world of investing can seem like a giant maze. Fisher Investments Ireland has developed several informational and educational guides tackling a variety of investing topics.

See All Guides

A Personalised Portfolio Analysis and Recommendation

At the onset of your relationship with us, we will spend time with you to understand your long-term investment goals and objectives, along with your current financial picture. Under the direction of Fisher Investments’ Investment Policy Committee, Fisher Investments Ireland’s analysts can assess this information to provide you with a personalised portfolio analysis and investment strategy and asset allocation recommendation we feel best fits your particular situation.

As your circumstances change, your portfolio needs may change too. Your Investment Counsellor will regularly review your individual situation with you and keep you abreast of our views on capital markets and important developments related to your portfolio.

*The contents of this webpage should not be construed as tax advice. Please contact your tax professional.

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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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