Discover the Fisher Difference
See how our disciplined investment approach, transparent fees and fiduciary duty can help you achieve your goals.
Retirement is not the finish line. It's really the beginning point of a new phase of life that can last 20, 30, 40 years or even more, and you really have to be prepared for a lot of changes along the way. And you want to have somebody in your corner who can help you navigate those things over the long term.
Super: A Higher Standard: Fiduciary
The highest standard of care in the United States is the fiduciary standard, and to put it simply, what that means is it's not about shareholders, it's not about profit, it's not about revenue, it's about clients and how do we help clients. And so, we're on the same side of the table helping you achieve whatever your investment goals are.
The term fiduciary. It's thrown out a lot. A lot of firms use the term fiduciary, but really what they're interested in is selling products or generating commissions. Fisher Investments is a fee-based money manager. That means that we charge one fee based on the value of a client's assets and so, each and every day, we need to make sure that all of our employees and all of our investment counselors understand the trust that our clients are putting in us.
We've got a dedicated team of specialists that can help create clarity when somebody enters retirement, estate planning, tax planning, financial planning, Roth conversion planning, a range of things that can be difficult to demystify for people, and that's our job, that's our mission.
Super: Team of Specialists
What do you want in your retirement? What do you want your money to do for you? We translate that for clients into the goals that help us understand what their portfolio needs to do for them.
Super: Tailored Portfolios
One of my favorite client stories, the client said, I've essentially handed over my entire retirement to Fisher. I have lived off of that money. I've lived well off of the money that I gave Fisher 15 years ago, and I have even more now than when I started.
Super: Disciplined Approach
Market volatility is what really shakes people's confidence in their long-term investment plans, and we take a very proactive approach to communicating with clients in those moments. We try to get out ahead of it so that clients understand and know exactly what we're thinking, how we're looking at the world, and how we're positioning their portfolio to account for what's happening in the world.
I think our scale benefits individual clients in a lot of different ways. We're going to proactively reach out and so If they want to engage with the information, they want to engage with Fisher, they want to understand the why behind what we're doing, we give them many avenues to do that. If there's one thing that I want clients to understand about Fisher, it is that the firm is structured to benefit the client.
At Fisher Investments, our interests are aligned with our clients because as a client's portfolio grows, that increases the revenue to Fisher Investments. So, we are aligned with the client's long-term interest.
Super: Unparalleled Service
When I leave the office every day, I feel comforted knowing that everyone who works here is focused on doing the very best that we can on behalf of our clients. And what I look forward to most is coming in the next day because I know the job's not done. There's more clients all around the world who need our help, and we need to be able to keep going to help them.
It's our mission to make sure we do everything we can to give clients perspective and the information they need to make good decisions.
Clients mean everything, mean everything to us, mean everything to me, and we're helping our clients achieve the best retirement that they've ever had.
If I've had 5 or 10 or 15 conversations with our clients and I can look back on those and think, I did everything I could to help them stay disciplined, to a strategy that's going get them to their long-term goals, I can feel pretty good about shutting the lights off, get in my car and driving home.
To learn more about how the Fisher Investments difference can benefit you, contact us at 1-866-431-8933.
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