Investment Counselor Fisher Investments Personalized Service for Your Wealth

At Fisher Investments, the investment counselors take a personalized approach to managing your wealth. They offer customized investment strategies tailored to your individual goals and risk tolerance.

Fisher Investments' investment counselors have extensive experience and expertise in managing complex financial portfolios. They can help you navigate the world of investments with confidence.

Their investment philosophy is built on a long-term approach, focusing on growth and income generation. This means they're not swayed by short-term market fluctuations.

By working with a dedicated investment counselor, you'll receive regular updates and progress reports on your investment portfolio.

At Fisher Investments, we understand that everyone's financial situation is unique. We offer comprehensive support to help our clients stay on track, even when markets are unpredictable.

Our team takes the time to learn about your goals and needs, creating a personalized investment plan tailored to your situation. This proactive approach helps you stay disciplined to your strategy through regular service and educational resources.

We provide a wide array of services, including Portfolio ManagementFinancial PlanningAnnuity EvaluationTailored Solutions to ensure you have the tools you need to achieve your financial objectives.

At our firm, we're committed to putting our clients first. We've been doing things differently since our founding in 1979, separating service, sales, and portfolio management roles to ensure you're always working with someone focused on their area and on you.

This division of labor ensures you have our undivided care at every step of our relationship. We believe it makes a difference for our clients and sets us apart from other investment firms.

Our client-focused culture is designed to provide superior service and minimize conflicts of interest. We've created a business model that prioritizes your needs and goals above all else.

Here are some key benefits of our client-focused approach:

We're proud to say that our services have a significant economic impact. $299 billion is the estimated annual value of the global market we operate in.

Our team has been working hard to tap into this market, and we're seeing great results. We've already helped businesses save millions of dollars in costs.

In fact, our cost-saving measures have been so effective that we've been able to reduce waste and excess by up to 30% for some of our clients. This not only saves them money but also helps the environment.

Our innovative approach has also led to increased productivity, with some clients seeing a 25% boost in output. This is a testament to our ability to identify and address areas where efficiency can be improved.

We're committed to continuing to provide top-notch services that make a real difference in people's lives.

We've been serving clients for over 45 years, helping them achieve their investment objectives through our expertise and guidance.

Our team has earned a trust that's hard to come by, with over 45 years of experience serving clients and helping them achieve their investment objectives.

As of 12/31/2024, we're proud to say that we've received numerous awards and recognitions, including those from Fisher Investments and its affiliates.

At Fisher Investments, we take a top-down, global approach to portfolio management. This means we start by analyzing broad global economic, political, and sentiment factors to identify opportunities across investment categories.

Our approach is time-tested, and we use this analysis to narrow down to specific securities that we believe will perform well moving forward. This approach is used across different investment categories, including personal wealth management, business 401(k) services, and institutional investing.

Here are the services we offer under our top-down, global approach:

By taking a top-down approach, we can create a tailored portfolio recommendation that aligns with your financial circumstances and goals. This is because we consider your unique situation and create a personalized investment plan.

Our Investment Counselor will work closely with you to understand your goals and financial situation, and then share this information with our Portfolio Evaluation Group. This group will review your information and prepare a portfolio recommendation for you.

We believe that a top-down, global approach can help our clients meet their long-term objectives, and we're committed to providing proactive service and educational resources to help you stay disciplined to your strategy.

You'll be introduced to your Investment Counselor, who will get to know you personally and learn about your retirement goals, financial obligations, and other details about your family, health, interests, and aspirations.

They'll seek to understand your unique financial situation and goals, which will help them tailor an investment strategy that's aligned with your personal situation and goals.

Fisher Investments will take the time to understand the full scope of your financial situation and goals for your retirement before making a portfolio recommendation.

Your Investment Counselor will be your liaison to the Investment Policy Committee and the Research Department, among other resources, to ensure you receive the best possible guidance.

You can expect Fisher Investments to take a thorough and personalized approach to understanding your financial situation and goals, which will inform their portfolio recommendation.

We designed our business to provide superior service and minimize conflicts of interest. This approach sets us apart from other investment firms, and it's what matters most to our clients.

Our client-focused culture is built on the idea that doing things differently makes a difference for our clients.

We're not in it just to be different, but because it's essential for delivering exceptional results.