Clearly Better Money Management®

Five Ways Fisher Investments Can Benefit You:

1. Competitive, Transparent Fees
   Unlike with many brokers, our incentive is not to “churn” your account since we don’t earn any commissions on trades. We simply charge a fee based on assets under management, which aligns our incentives with yours.
2. A Fiduciary You Can Trust
   Under current laws and regulations, financial advisors can choose to be held to one of two standards: the more strict fiduciary standard and the more lax suitability standard. Since our founding in 1979, Fisher Investments has chosen to be a fiduciary. That means we have a legal and ethical obligation to put your interests first when making investment recommendations. This obligation extends to all aspects of our business, so we’re always on your side.
3. Tailored Portfolio
   We take the time to thoroughly understand your financial goals, time horizon, income needs, and more. We then build a personalized portfolio to suit your needs—one that maximizes the likelihood of reaching your financial goals.
4. Flexible, Global Investment Approach
   Unlike some money managers that focus on narrow market categories that may move in and out of favor, we can adjust our investment strategy depending on our forward-looking market views. We also invest globally to take advantage of worldwide opportunities many miss.
5. Direct, Proactive Client Service
   With us, you’re not simply another account number. You’ll hear from us regularly, and not because we have some new product to sell. Our goal is to help you understand exactly what is going on in your account and why, so you feel comfortable with doing business with Fisher Investments.

Over the years, we’ve helped tens of thousands of wealthy investors like you. We believe the five factors above are key reasons why, during the last 19 years, more than 90% of our private clients, on average, have chosen to stay with Fisher Investments.*

Interested in Learning More?

Give us a call at (888) 823-9566. We’ll share our current outlook on the markets and economy, and answer any questions you have. Or download our Definitive Guide to Retirement Income and learn about key considerations to ensure you don’t run out of money in retirement.