The Fisher Investments Client

A Fisher Investments client receives a level of service we believe is unlike what is found at typical investment management firms. The emphasis and foundation of a Fisher Investments client's relationship with our firm is communication. We provide a number of outlets to keep the Fisher Investments client up-to-date on markets, the economy and the portfolio's performance.

Fisher Investments clients receive regular standard reporting, from both Fisher and the brokerage firm housing the client's assets. The Investment Policy Committee also provides Fisher Investments clients with extensive quarterly reviews and a bi-annual video discussing retrospective market performance and future market outlook. 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. Throughout the year and in various locations across the US, 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.

Ensuring Service Excellence
The Private Client Group is grounded on the premise of pairing outstanding service with sound investment management. To that purpose, we have assembled an exceptional group of client service professionals to ensure clients’ investment objectives are considered, questions are answered, and all requests are addressed. We take pride in the efforts we extend to continuously provide and enhance features to suit our clients’ preferences. To comply with our mandate of providing excellence in client service, we have established a contingency system of problem resolution to address any issues that may arise as quickly as possible. We want our clients to be as impressed with our firm when things go well, as when issues arise.