Services OfferedĪs you look into Fisher asset management options, remember that Fisher financial services cover a range of topics, needs and clients. Plus, you should assess the risk of any investment before moving forward. As you unpack this Fisher Investments review, remember that you are searching for a broker you trust, investments you understand and support all in one. Though Fisher Investments often recommends investing in equities, fixed income securities, and exchange-traded funds (ETFs) for equity and blended accounts, the firm may also invest in structured products, derivatives, defensive securities, cash and cash equivalents, and other assets, if they are appropriate for you and their views on forward-looking market conditions. The firm’s expertise navigating financial markets and laser focus on client well-being set it apart.įisher Investments decides your optimal strategy based on what it believes best fits your financial situation and goals, while managing risk and keeping an eye on projected future market conditions. All clients benefit from a personal relationship with a dedicated relationship manager.
Fisher Investments: A Client-Focused Investment Adviserįisher Investments’ 5-person investment policy committee (IPC) helms all investment strategies for nearly 70,000 clients. As a Registered Investment Adviser, the firm is held to the Fiduciary Standard, which requires putting clients’ interests first and disclosing all potential conflicts of interest.
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