Personalized Client Service

Direct, Personalized Client Service

At Fisher Investments, we commit ourselves to understanding your financial objectives and giving you the confidence, education and comfort you need to help you reach your long-term investing goals.

Your Client Service Team

As a client, you’ll work with a client service team that knows you by name, understands your financial goals and keeps you up-to-date on any important changes in your account. Their goal is to help you understand exactly what is going on in your account any why, so you feel comfortable with your portfolio. Importantly, your client service team are not salespeople—they are there to keep you informed, not sell you products.

Your client service team will serve as your primary point of contact with Fisher Investments, but you have a host of others working for you—including a team of investment professionals responsible for servicing and managing your portfolio. Your investment team includes members from Research, Trading, Operations and more—all under the guidance of the Investment Policy Committee (IPC).

Education and Communication

We want our clients to understand their investment strategy and, more importantly, the reasoning behind our decisions. That’s why we keep you updated and informed on the markets, our outlook and the drivers of our portfolio decisions.

As a client, you will have access to an array of information and educational material to read, watch or listen to, including:

• On-Demand Communications—Calls to keep you apprised of our strategy and current thinking, as well as reviews of your portfolio and investment objectives
• Trade Confirmations, Monthly Statements and Online Access—Services provided by your third-party custodian
• Quarterly Reports—Statements and portfolio holdings analysis provided by Fisher Investments
• Quarterly Reviews—In-depth analysis published under the direction of the IPC discussing past performance, economic and market conditions, our future market outlook and other relevant topics
• Client Programs—Events held in person and online to provide clients with the latest information regarding our global market forecasts, current events impacting financial markets and our current portfolio strategy
• Exclusive Columns From Ken Fisher—Monthly commentary written exclusively for clients by Ken, our founder, Executive Chairman and Co-Chief Investment Officer
• MarketMinder—An online resource providing daily news aggregation and proprietary market commentary to keep you informed on important and relevant news and events
• Educational Resource Library—Print and multimedia materials including articles, podcasts, topical videos and written primers on market, investing and financial planning concepts