How Does Fisher Investments Protect Client Accounts?

We take your security and privacy seriously and have implemented numerous layers of security measures for you.

At the forefront is your Investment Counselor, your primary point of contact who knows you and your personal situation. If your Investment Counselor receives an abnormal request, he or she will put it on hold until he or she can obtain confirmation from you. In addition, employees are supported by comprehensive data management systems and security policies to protect client data from external and internal threats.

When you invest with Fisher Investments, we manage your investments, but your assets are held by a third-party custodian. Using a third-party custodian helps in reducing conflicts of interest and promotes transparency.

Lastly, rest assured we never share or sell your name for marketing purposes.