Fisher Investments Service

Fisher Investments clients receive a high level of professional, personalized service from a team of investment professionals.

• The Investment Counselor is a client’s primary point of contact and liaison to the Investment Policy Committee who will communicate all account service needs to the implementation team and keep clients abreast of what’s happening inside their portfolio.
• The Client Service Associate is a specialist in establishing new custodial accounts, the asset transfer process, who works with the Investment Counselor to handle all account maintenance or operational needs on an ongoing basis.
• The Regional Vice President is your local representative available to serve your needs.

Top-notch client service is built on excellent communication. Here are several ways we deliver quality service through communication with our clients.

• Quarterly Reviews discuss retrospective performance as well as our future market outlook, published under the direction of the Investment Policy Committee.
• Capital Markets Update videos feature a round table discussion with the Investment Policy Committee addressing current views on the capital markets and global economy, produced twice annually.
• In-person seminars, hosted by Fisher Investments senior managers, provide a portfolio update and enable clients to ask questions of senior decision makers.
• MarketMinder.com is a unique online resource providing daily news aggregation and proprietary market commentary designed to keep investors up-to-date on current market news and events, while recognizing what is important and what is not.
• On-demand communications with each client’s Investment Counselor keeps them apprised of current market views and provides opportunities to regularly review investment objectives.