Your Needs Come First as a Fisher Investments Client

You’ve worked hard to build your nest egg, and trusting someone else with your retirement savings can be an overwhelming experience. Fisher Investments wants to make sure your choice to become a client is as straightforward and stress-free as possible. Our step-by-step client acquisition process is designed to be simple and hands-on to provide you every assurance that your financial future is in the right hands.


Joining Fisher Investments โ€“ First Steps

Once youโ€™ve decided Fisher Investments is the right choice for you, we take the time to get to know you and your unique financial situation. We will support you during the account opening and portfolio recommendation process and will introduce you to the many services available to you as a client.

Early on, you will be introduced to your Investment Counselor, your liaison to our Investment Policy Committee (the decision-makers for your portfolio) and our Research Department, among a host of other resources.

In getting to know you personally, your Investment Counselor will seek to learn more about your retirement goals, financial obligations, and other details about your family, health, interests and aspirations. The better we know you, the better we can tailor an investment strategy aligned to your personal situation and goals.


View Transcript Here ForWhat You Can Expect as a New Client at Fisher Investments

What You Can Expect as a New Client at Fisher Investments

When Fisher Investments begins a relationship with a client, we take the time to understand the full scope of a clientโ€™s financial situation and goals for their retirement. Only after we have an in-depth understanding of the details of a clientโ€™s financial situation do we make a portfolio recommendation for them.

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Your Tailored Portfolio Recommendation

Your Investment Counselor will share the details about your goals and financial situation with our Portfolio Evaluation Group within our Research Department, who will review your information and prepare a portfolio recommendation for you. Upon reviewing this recommendation with your Investment Counselor, you’ll learn exactly how we plan to manage your hard-earned money and how our strategy aligns with your financial circumstances however they might evolve or change.


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Ongoing Support

Once you approve the portfolio recommendation and your account(s) are set up and funded, we will implement the strategy designed for you. On an ongoing basis, your Investment Counselor will update you with Fisher Investments’ views on the stock market and other information that may affect your portfolio. As a Fisher Investments client, you will also have access to a wealth of information and client resources.

If anything about your life or financial goals changes, your Investment Counselor will make sure your portfolio is still on track to provide what you need. You can call your Investment Counselor at any time with any questions or concerns about your portfolio. Whether we pick up the phone or you do, you can count on us to help you spend more time enjoying your life instead of worrying about how you’ll pay for it.


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Learn why 165,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 9/30/2024

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