Fisher Investments clients receive, in our opinion, a level of service not found at typical investment management firms. We work to continuously seek new ways to enrich the Fisher Investments client’s experience. Each year, Fisher Investments sponsors a programme aimed at providing the Fisher Investments client with timely updates and education regarding the financial markets and investment portfolios. This annual event, designed exclusively for Fisher Investments clients, offers access to the senior Fisher Investments representatives and other clients. The Capital Market Seminar provides our latest global market forecasts and current portfolio strategy.

Fisher Investments also provides a number of communication 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. 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 on important and relevant news and events. Furthermore, Fisher Investments clients are welcome to contact their personal Investment Counsellor as often as they like to discuss current market situations and portfolio strategy.

Investment Counsellors also serve as liaisons between clients and the Investment Policy Committee (IPC) headed by Ken Fisher, who develops and oversees investment strategies. Your Investment Counsellor will know your specific investment profile, and should your investment objectives and goals change, he or she will relay that information to the Portfolio Evaluation Group. It’s a level of service institutional investors take for granted, but is rarely available to individuals. We believe in providing the highest level of customer service to all of our clients.