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Private Client Group Background |
Fisher Investments was founded in 1979 primarily as an institutional money manager. In 1995, Fisher Investments began offering personalized portfolio management directly to high net worth individuals. Today, the firm serves a global client base of diverse investors including over 100 large institutions and over 25,000 high net worth individuals. Founder and CEO Ken Fisher has written the Forbes "Portfolio Strategy" column since 1984, has authored 8 books (4 of which are bestsellers), and was named by Investment Advisor magazine as one of the 30 most influential industry individuals in the last 30 years (May 2010).
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| What You Can Expect From the Fisher Investments Private Client Group |
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Personalization: Once your needs and objectives are understood, a personalized portfolio is created for you that may include stocks, bonds, cash, and/or exchange traded funds (ETFs).
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Global, flexible approach: Your portfolio will typically be invested in global markets and may be adjusted as your personal situation, your investment objectives, or our expectations for market conditions change.
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Unparalleled service: You will always have a dedicated point of contact at Fisher Investments who knows you by name and provides personal attention tailored to your needs.
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Ongoing education: You will have access to ongoing education about investing and our portfolio management approach through a series of live events, quarterly reports, books, websites, and more.
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Security: For your additional comfort and security, accounts are held at well-known, secure institutions specializing in asset custody, and your portfolio is accessible by you at any time.
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HOW CAN WE HELP YOU? |
Contact Fisher Investments for more information:
Phone: (800) 587-5512
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Research and Analysis from Fisher Investments | Research and Analysis from Fisher Investments |
We believe 2011 continues to look like a year of transition with increasing return dispersion among narrower equity categories, setting the stage for the bull market to resume with gusto in 2012. Some economic metrics slowed in Q2. However, growth rate volatility is normal, and overall, the economic expansion remains on track in our view. Further, a material portion of the slowdown can be tied to earthquake-related supply chain disruptions from Japan. Those effects should be fleeting and are already showing signs of rebounding. Our expectation is global growth and corporate earnings should be fine in 2011--better than most expect--with the US among the developed world’s leaders. (May 2011)
Download our latest research report to learn more about Fisher Investments’ forecast for the balance of the year with views on key financial issues.
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