Fisher Investments continuously seeks new ways to enrich the client experience. In addition to helping each client achieve long-term financial goals via our portfolio management services, Fisher Investments has created a series of in-person programs aimed at providing clients with timely updates and education regarding the financial markets and your portfolio.

Fisher Forecast Seminars

Throughout the year, Fisher Investments holds 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. These events, held in more than 100 cities nationwide, are designed exclusively for clients of Fisher Investments and offer unprecedented access to senior decision makers and other clients of the firm. Each seminar begins with a presentation led by senior Fisher Investments representatives followed by a Q&A session, providing a unique opportunity to ask questions of primary decision makers at Fisher Investments.

Fisher Friends Events

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, usually a luncheon or dinner, with no involvement from Fisher Investments' staff (aside from a brief introduction). Topics of conversation are completely up to you. Clients who have attended these events in the past 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.

Investment Roundtables

Continuing their commitment to unparalleled client service, Fisher Investments developed a meeting format offering clients more in-depth client interaction: the Investment Roundtable. These events are an open forum for small groups of clients interacting directly with senior members of Fisher Investments Research and Client Service departments. This format provides clients the opportunity to engage with other clients in their area and get insight and perspective from Fisher Investments staff directly.