Personalized Service

Client Programs

Fisher Investments continually seeks new ways to enrich your client experience. In addition to helping you achieve your long-term financial goals via portfolio management, we host a series of client-only programs to provide you with timely updates and education regarding financial markets and your portfolio.

These events, held in more than 60 cities nationwide, are exclusively for clients of Fisher Investments and offer direct access to senior decision makers and other clients of the firm. Examples include Fisher Forecast Seminars, Investment Roundtables, Fisher Friends events, and more.

There is no additional cost for clients to attend, and we encourage you to attend as many as you like.

This high level of client education and service is a cornerstone of our Private Client Group. While most of our industry reserves these offerings for institutional investors, we are proud to offer these programs to all clients.

Fisher Forecast Seminars™ are held across the country. These presentations provide clients the latest information on our global market forecasts, portfolio strategy and current events impacting financial markets.

Investment Roundtables™ are in-depth, discussion-oriented Q&A sessions with small groups of clients. Unlike our Fisher Forecast Seminars, there is no presentation—Investment Roundtable discussions are driven by topics our clients would like to cover.

Fisher Friends™ are unique client-only events offering a chance to meet other clients in your area in an informal setting over breakfast, lunch, or dinner. No agenda, no presentation, and no Fisher Investments staff apart from a brief introduction. All paid by Fisher Investments. You are the focus and topics of conversation are up to you!

Fisher Connect Webinars™ are live web-based seminars that allow clients to hear from and ask questions to Investment Policy Committee members or other senior members of our firm. These events offer an opportunity for clients who may not have the time or ability to attend in-person events.

Client Video Conferences™ are small, interactive online meetings that blend the convenience of our online webinars with the personalized Q&A of a roundtable discussion.

Client Forums™ blend the best of Fisher Forecast Seminars (topical, formal presentation) and Investment Roundtables (smaller groups with greater opportunity for questions and dialogue).

Quarterly Reviews

Each quarter you will receive an extensive Quarterly Review published under the direction of the Investment Policy Committee with contributions from our research staff. The Reviews discuss retrospective performance, global economic and market conditions, our future market outlook and other relevant topics.

The goal of this comprehensive report is to help you understand how current economic and political events impact the global stock market. We believe it’s a level of education and transparency few money managers provide to their clients.

Regular Insights from Ken Fisher

Monthly, Ken shares his insights on markets, the economy and other current events through an exclusive client column and video. You can also find more insights from Ken in his articles published in Real Clear Markets, his videos on YouTube and other publications globally.

Capital Markets Update Videos

Twice a year, we produce a video, hosted by the Investment Policy Committee, that explains our current market outlook. This video expands on many of the themes in our Quarterly Reviews and is a chance for you to hear portfolio decision-makers discuss the market and address many of the frequently asked client questions from the prior period.

MarketMinder

MarketMinder is a source of “straight talk” about the financial markets, with the goal of helping investors understand whether market events are bullish or bearish, and why. The articles are updated every business day by Fisher Investments’ editorial staff, who scour over 100 periodicals, blogs and other sources to identify relevant financial news. We provide daily commentary on the markets and highlight stories in the financial media we believe deserve investors' attention and those they can ignore.