Fisher Investments Reviews and Awards - January 2025
Hiring a money manager is one of the most important decisions you can make, but doing your due diligence can be difficult. Our industry is rife with opinions and advice from many seemingly well-intentioned people, but how do you know whom to trust? If you’re in the process of reviewing your options, including Fisher Investments Luxembourg, we put this page together to help you with your due diligence process.
Evaluating Money Managers
Understanding the credibility of a potential money manager is critical to making a good decision for your financial future. Your due diligence requires careful investigation and thought. Before you decide to hire any money manager, Fisher Investments Luxembourg recommends asking the following questions as part of your review:
- How can I trust my money manager has my best interests in mind?
- How does my money manager allocate my assets to meet my unique financial goals?
- Will I have a dedicated point of contact who knows me and my financial situation?
- Does my money manager have a verified performance history of successfully navigating various market cycles over time for their clients?
You may also want to:
- Review any filings or disclosures on the company you are considering from federal regulatory agencies such as the IIROC, CSA or the MFDA.
- Consider third-party industry awards and recognition from reliable sources, such as Financial Times, Pensions & Investments, or others.
Things to Know As You Review Fisher Investments Luxembourg
As a Registered Investment Adviser (RIA), Fisher Investments Canada has a fiduciary obligation to always put client’s best interests first. We take the time to get to know each client, their unique financial situations and goals. This allows Fisher Investments Canada to effectively review their existing portfolio and make the changes we believe maximizes the probability of reaching those goals over their investment time horizons. When you work with Fisher Investments Canada, you’ll receive ongoing support from a team of experienced Investment Counsellors who get to know your unique financial situation. We believe our commitment to unparalleled client service and a flexible investment approach are just some of the features that set us apart.
Don’t just take our word for it. Fisher Investments has been named Best Financial Advisory Firm by USA Today and a top adviser by Financial Times, Equities Manager of the Year by MoneyAge and A Top US Registered Investment Adviser by Investment News primarily based on assets under management. Fisher Investments and our global affiliates are also certified as a Great Place to Work®.
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Wealth & Asset Management Awards – Equities Manager of the Year
MoneyAge recognised Fisher Investments as their 2023 "Equities Manager of the Year" at the fifth annual Wealth & Asset Management Awards. This is the first time Fisher Investments has been recognised as "Equities Manager" of the Year by MoneyAge.
Disclosure: MoneyAge chose winners based on recommendations from an independent panel of expert judges from within the sector considering factors such as customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.moneyage.co.uk/assetmanagementawards/winners23.php
As of 31/12/2024, over 170,000 clients globally have done their due diligence on Fisher Investments and chosen to entrust us with their financial futures. We’re proud of our clients’ continued confidence in us.
Understanding Online Reviews
Fisher Investments Luxembourg knows that researching other people’s experiences with different service providers can be helpful in making purchasing decisions. For example, reading reviews about a hotel or restaurant you might visit. However, we’d caution against making decisions on online reviews alone, particularly when considering your money management options. The internet abounds with unverified users posting reviews of businesses (often paid by third parties to do so) or suspicious “review sites” with hidden conflicts of interest.
Here’s a list of useful tips to consider when you’re trying to sort out the facts from the noise in online reviews:
- Does the review seem like it is from a real person with actual first-hand experience?
- Does the review site verify their users by asking for an email, login, dates of experience with a service provider, etc.? Could anyone leave a review for any reason?
- Does this review cover a period of time showing the adviser throughout a market cycle, or is it simply driven by the short-term performance of the market?
- Is the review overwhelmingly biased toward one view?
For Fisher Investments UK reviews are a small part of a bigger picture and although they can provide insight, they should not be trusted on face value alone.
Competitor Reviews
In today’s online world, many businesses try to get their websites to appear in search results for competitors in an attempt to win business. One tactic is to provide a “review” of a competitor online. However, this tactic is one-sided, often hides important information (like conflicts of interest), spreads misinformation or—at its best—is based on limited information. It also presents the opportunity to cherry-pick data that may not represent actual, real world client results.
A Holistic Approach
Fisher Investments Luxembourg recommends reviewing an investment professional from multiple perspectives. Along with evaluating awards and recognition, we believe asking the right questions increases the likelihood a money manager can help you meet your goals. If you trust the answers, review available customer experiences from verified sources to help evaluate the firm.
Fisher Investments Luxembourg believes the right fit for you is a firm that understands your goals and has experience helping similar clients with similar goals achieve success. Trusting an adviser with your nest egg is a big step. Fisher Investments Luxembourg recommends thinking critically and holistically about the process so you’re set up for success.
How We're Different
Fisher Investments is one of the world’s largest independent, fee-only investment advisers. From our founding in 1979, our firm has been structured to help us put your interests first and we believe our time-tested, top-down investment approach is critical to our clients’ investing success.
We provide a tailored approach to investment management and financial planning. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio.
Fisher Investments Luxembourg reviews market performance and provides continuous education to clients via Investment Counsellors and other resources including seminars, webinars and other communications from senior members of the firm’s investments team.
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Learn why 170,000 clients* trust Fisher Investments and its affiliates to manage their money and how we may be able to help you achieve your financial goals.
*As of 31/12/2024
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