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Investment Philosophy
Investment Philosophy
Creating Value…
The
Private Client Group
was created to provide institutional-calibre
service for high net worth individuals. The goal is to establish a personal,
long-term relationship with each client to achieve individual objectives while
maintaining an overall discipline.
Fisher Investments' investment philosophy includes creating
value while striving to maximise risk-adjusted returns. This starts with passing
the benefits of low expenses on to the client. In total, clients of Fisher Investments
usually find themselves paying less than they would through many other investment
approaches whilst enjoying far superior service.
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A Unique Approach…
The investing discipline at Fisher Investments is founded
on proprietary research and capital markets technology: high-powered investing
tools and methodology designed to uncover market opportunities by gaining unique
knowledge and then exploiting those opportunities. These tools are developed
by a team of research analysts - under the guidance of the
Investment Policy Committee (IPC) - and have consistently enabled Fisher Investments to outperform
predefined benchmarks over the long term.
Clients' personal goals are fused with Fisher Investments'
overarching investment philosophy into a personalised investment portfolio,
based on an appropriate benchmark and investment time horizon. Combining personal
factors with innovative technology and proven investment fundamentals is the
most effective way Fisher Investments has found to help optimise returns for
investors.
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Developing Relationships…
Effective communication is the cornerstone of a Fisher Investments'
relationship. From the beginning, each client is paired with a team of investment
professionals that serves as a liaison to the IPC. The team takes into account
numerous personal factors such as time horizon, income needs, tax implications,
and risk level to create a portfolio based on the IPC's recommendations. Clients
who feel comfortable with their investment plan will maximise the likelihood
of achieving their objectives.
Concurrent with managing portfolios, a core part of its service
means taking the time to help clients better understand what is happening with
their portfolio. Empowering clients by helping them understand exactly how their
investments are working is part of Fisher Investments' commitment to long-term
relationships.
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