The Fisher Investments Difference

Six reasons to choose Fisher Investments’ money management service for high net worth individuals.

In a nutshell, it’s what we bring to the table.

Flexible Investment Strategy
We’re not "growth investors" or "value investors" – we’re "total return" investors. We can shift our investment strategy as appropriate depending on our view of market conditions. Our goal is simply to help you achieve your financial goals consistently, regardless of market conditions.

Dynamic Asset Allocation
We strive to help protect your assets in a bear market. If we predict a bull market, we emphasize stocks. However, if we see a bear market unfolding, we may take a defensive approach. For example, we might move you into bonds or cash, or use other tools to reduce risk. We have a long history of forecasting bear markets, and reacting quickly and decisively.

Global Investing
We seek to maximize opportunity and manage risk by investing globally. Many American investors tend to focus solely on US stocks. However, the US makes up less than 50% of the world stock market. We invest globally to take advantage of worldwide opportunities many money managers miss.

Established Performance History
Our Investment Policy Committee has over 60 years of combined experience, and our founder and CEO, Ken Fisher, has a 20+ year public history of market calls through his columns in Forbes magazine. Ken was also recently ranked as a top market forecaster by the CXO Advisory Group.*

Proactive Customer Service
With us, you’re not simply another account number. You get proactive service from your own Investment Counselor who knows you by name and keeps you up-to-date on any important changes in your account. You’ll hear from us regularly, on an ongoing basis, and not because we have some new product to sell. Our goal is to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio. We feel this proactive approach to customer service is a key reason why more than 9 out of 10 Fisher Investments clients choose to stay with us.** We believe our client retention is achieved by providing a high level of service and successful investment outcomes.

Competitive, Transparent Fee Structure
Unlike many brokers, we make no profit on trades and have no incentive to "churn" your account. We simply charge a fee based on assets under management, which aligns our incentives with our clients’ best interests. We believe high fees can make it difficult for people to achieve their long-term goals. Our fees are often lower than what our clients were previously paying and may even be tax deductible. Bottom line— we strive to keep more of your money working for you in your portfolio.

* Ranking can be found at http://www.cxoadvisory.com/gurus/. Fisher Investments has no affiliation with CXO Advisory Group. Market calls represent descriptions of the overall market and don't represent the performance of Fisher Investments.
** Average annual private client retention, 1997 – 2007

Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Investments in foreign securities can involve additional risks such as losses related to other currencies and securities markets.

Discover the Fisher Investments Difference Now
Let us show you how we can develop a strategy designed to help you to maximize your investment opportunities, while managing risk and providing what we believe is superior service.

To arrange for a confidential consultation for qualified investors, please contact:
Phone: 1-800-568-5082
Email: info@fi.com
Website: www.fi.com