Fisher Investments' Client Programs

Fisher Investments offers a series of programs to give our clients timely updates and education regarding the financial markets and their portfolios.  These events, held in more than 100 cities nationwide, are designed exclusively for our clients and offer unprecedented access to senior decision makers and other clients of the firm.  There is no additional cost to our clients for these events, and we encourage everyone to attend as many as they would like each year.

Fisher Forecast Seminars

Throughout the year, we hold a series of Fisher Forecast Seminars all around the country to provide our clients with the latest information regarding our global market forecasts, current events impacting financial markets and our current portfolio strategy.

Highlights include:

• Each seminar begins with a presentation led by senior Fisher Investments representatives.
• Each seminar includes an open Q&A session with presenters, providing a unique opportunity to ask questions of primary decision makers at Fisher Investments.
• Seminars are held throughout the country, with the majority of our clients living within a 2-3 hour drive of these events.

Investment Education Workshops

We believe the more you know about investment fundamentals and capital markets, the more comfortable you will be with our management of your portfolio.  Our educational programs, titled Investment Education Workshops, were created to provide a better understanding of timeless economic and investment fundamentals, financial planning concepts, and the firm’s investment process.

Highlights include:

• These half-day workshops are designed to cover a wide spectrum of information, from basic financial concepts to more detailed portfolio management theory.
• The workshops are appropriate for any client or family member such as a spouse or adult child who wants to learn about or review the fundamentals of capital markets and portfolio management.
• Investment Education Workshops are conducted by senior members of Fisher Investments’ Research and Client Services departments.

Fisher Friends

Fisher Friends is an experience we don’t believe you will find at any other financial firm.  This unique client-only event is simply a chance for Fisher Investments’ clients to meet other private clients in their area in an informal setting, with no involvement from Fisher Investments’ staff (aside from a brief introduction). 

Highlights include:

• Fisher Friends events include breakfasts, lunches and dinners at restaurants in your area.
• Topics of conversation are completely up to you. Clients who have attended these events in the past frequently report they enjoy meeting other clients with similar interests, engaging in professional networking and learning more about other clients’ experiences with Fisher Investments. Many clients keep in touch with other participants after the event.
• These client appreciation events are organized and paid for by Fisher Investments and are held regularly in nearly every state throughout the country.

If you are a current Fisher Investments client and would like more information on how you can participate in the any of these events, please contact your Investment Counselor at (800) 550-1071.