Unlike many wealth managers that typically have little contact with individual investors, Fisher Investments created the Private Client Group to deliver institutional-level investment services to high net worth individuals. Each client works exclusively with a team of investment services professionals to setup and maintain a portfolio that can be personalised to meet individual needs. A dedicated Investment Counsellor is assigned to each client and serves as the primary point of contact throughout the relationship. This approach allows clients to reap the benefits of Fisher Investments' overall investment philosophy while retaining specific goals.
For over two decades, Fisher Investments has earned a reputation for handling the diverse investment needs of high net worth individuals. As a premiere wealth manager, the firm is highly capable of managing a variety of international investment structures in a tax-sensitive environment, including the following:• Individual Account • Joint Account • Individual Savings Account (ISA) • Self Invested Personal Pension (SIPP) • Small Self Administered Scheme (SSAS) • Funded Unapproved Retirement Benefit Scheme (FURBS) • Partially Self-administered Pension Scheme • Trust • Charitable Trust • Corporate Account • Open Ended Investment Company (OEIC) • Offshore Investment Bond
As part of its core business as a wealth manager, Fisher Investments is committed to keeping clients well informed about their accounts. Fisher Investments keeps clients up-to-date through regular verbal communications, written research and account reporting. In addition, we hold client seminars to keep investors apprised about everything from major strategic decisions to minor portfolio changes.
Technology is an integrated part of Fisher Investments' investment management services and an essential component in delivering value to clients. Fisher Investments offers technology-driven superiority over a wide range of categories including:• State-of-the-art trading facilities • Customised reporting • Proprietary research
Many underestimate the importance of low expenses for good portfolio performance. Every pound kept means more money growing in the market, and every pound lost in expenses means a wealth manager has to take more risks with the remainder just to keep up with the market. High fees are a big reason so many investors can't beat the stock market. To truly help clients attain good performance with low risk, a wealth manager should have reasonable expenses. Investors should accept nothing less.
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