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The Fisher Investments Difference

It’s what we bring to the table: here are six ways we believe we are different.

We have an unconstrained investing style.
Many money managers are ‘growth investors’ or ‘value investors’. Fisher Investments is a ‘total return’ investment management company. When appropriate, we can shift our investment strategy depending on our outlook of market conditions. We make it our goal to help you achieve your financial goals consistently, regardless of what the market is doing.

Dynamic Asset Allocation
If we foresee bull market conditions, we emphasise equities. However, if we predict a bear market unfolding, we may take a defensive approach. For example, we might move you into cash or bonds, or use other risk-reduction tools. We have a demonstrated track-record of forecasting bear markets, reacting fast and resolutely. We strive to guard your assets if we foresee a prolonged down market.

We seek to maximise opportunity and manage risk by investing globally.
We look to the global market to maximise opportunities and minimise risk. Many UK-based investors narrowly focus on UK stocks. Knowing that the UK makes up less than 12% of the world stock market, we invest globally to take advantage of opportunities many money managers – and individual investors – can miss.

Customer Service: We call you before you call us.
With us, you’re not simply another account number. At Fisher Investments, clients get proactive service from their own dedicated Investment Counsellor. Your Investment Counsellor knows you by name and contacts you regularly to keep you up-to-date on any important changes in your account. Our goal is helping you understand exactly what is going on in your account, the economy, and markets, and why, so you feel comfortable with your portfolio. We feel this client-centric approach to customer service is a key reason why more than 9 out of 10 of Fisher Investments clients choose to stay with us.*

We have an established track record we’re proud of.
Our Investment Policy Committee has over 60 years of combined experience, while our founder and CEO, Ken Fisher, has more than 20 years of published market calls through his columns in Forbes magazine – and he was recently recognised and ranked as a top market forecaster by the CXO Advisory Group.**

We have a competitive fee structure with no surprises.
Unlike many IFA’s, we have no incentive to “churn” our clients’ accounts because we do not make profits from trading – our payment is simply a fee based on assets under management, which aligns our incentives with our clients’ best interests. Often we have found our fees to be lower than what our clients were paying previously. Our bottom line is striving to keep more of your money working for you in your portfolio, not lining our pockets.

* Average annual private client retention, 1997 – 2007
** Ranking can be found at at http://cxoadvisory.com/gurus/. Fisher Investments has no affiliation with CXO Advisory Group. Market calls represent descriptions of the overall market and don't represent the performance of Fisher Investments.

Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Investments in foreign securities can involve additional risks such as losses related to other currencies and securities markets.