Tailored Portfolios

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, we take a comprehensive portfolio management approach, entailing a thorough information-gathering process that considers a variety of factors to create tailored portfolios for our clients.

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

• Investment Objectives – Is long-term growth your primary portfolio goal for your portfolio? Looking for a certain level of cash flow? Some combination?
• Your Time Horizon – How long will you need your money to be working toward your objectives?
• Cash-Flow Requirements – How should your portfolio be managed to accommodate your cash-flow needs?
• Outside Income and Assets – How are your outside assets positioned and how does your managed account fit into your overall net worth? Do you receive cash flow from sources other than your portfolio?
• Capital Gains – How can we address the impact of capital gains taxes?*
• Restrictions or Customizations – What other personal needs or desires should we consider?
• Risk Tolerance – Are you comfortable with our recommendation and is it suited to your stated investment objectives and time horizon for your portfolio?