Fisher Investments clients receive a level of service we believe is not found at typical investment management firms.

Fisher Investments clients receive standard reporting regularly, from both Fisher and the brokerage firm housing the client’s assets. The Investment Policy Committee also provides Fisher Investment clients discussions of retrospective performance and future market outlook through extensive quarterly reviews and a bi-annual video. Fisher Investments also provides an online resource, www.MarketMinder.com, to provide Fisher Investments clients daily news aggregation and market commentary on up-to-date important and relevant news and events. Furthermore, Fisher Investments clients are welcome to contact their personal Investment Counselor as often as they like to discuss current market situations and portfolio strategy.

We also continuously seek new ways to enrich the Fisher Investments client’s experience. When it comes to a successful money management experience, knowledge is power. That’s precisely why our goal at Fisher Investments is to empower our clients with information. Throughout various locations across the US each year, Fisher Investments sponsors a series of programs aimed at providing the Fisher Investments client with timely updates and education regarding the financial markets and investment portfolios. These events, designed exclusively for Fisher Investments clients, offer access to senior Fisher Investments representatives and other clients. The programs include Capital Market Seminars to provide our latest global market forecasts and current portfolio strategy, Investment Education Workshops to explain investment and economic fundamentals, and Fisher Friends Lunches to let Fisher Investments clients get to know each other in an informal setting.