Fisher Investments is one of the world's largest independent, fee-only investment advisers, managing over $160 billion in assets for over 50,000 clients across the globe. But is it a good investment for you? Before making any financial decisions, it's important to do your research and consider the opinions of experts and trusted sources.
One factor to consider when evaluating Fisher Investments is its status as a fiduciary. In the financial services industry, a fiduciary is obligated to put clients' interests first when making investment decisions for them. This means that Fisher Investments is legally required to act in your best interest, rather than prioritizing its own profits or promoting certain products over others.
Another important consideration is Fisher Investments' reputation among financial experts and publications. For the sixth year in a row, Fisher Investments has been certified as a great workplace by the independent analysts at Great Place to Work®, a recognized authority on workplace culture and employee satisfaction. This certification is based on anonymous surveys of Fisher Investments employees, who rated the company highly on factors such as trust, respect, fairness, and camaraderie.
But what about the company's investment performance? It's important to note that Fisher Investments doesn't make individual security recommendations, so you won't find specific stock picks or investment advice on its website or in its marketing materials. However, the company does provide commentary and analysis on market trends and global events that could impact your investments. This information can be helpful in making informed decisions about your portfolio.
In addition to researching Fisher Investments' reputation and investment philosophy, it's also important to consider your own financial goals and risk tolerance. What are you hoping to achieve with your investments, and how much risk are you comfortable taking on? It's a good idea to consult with a financial advisor or planner who can help you evaluate different investment options and create a personalized plan that aligns with your priorities.
If you're considering Fisher Investments as a potential investment partner, there are a few steps you can take to conduct your own due diligence. First, check out reviews and ratings from trusted sources like the Better Business Bureau, which has given Fisher Investments an A+ rating. You can also look for reviews and ratings from industry publications like Barron's or Forbes, which regularly evaluate and rank investment firms based on factors like customer service, investment performance, and overall reputation.
Another useful tool is the Investment Adviser Public Disclosure (IAPD) website, which allows you to search for information about registered investment advisors like Fisher Investments. This site provides details about the firm's ownership structure, fees, services, and any disciplinary history. You can also use the SEC's EDGAR database to review Fisher Investments' filings and disclosures, including its annual Form ADV.
Ultimately, the decision to invest with Fisher Investments or any other financial firm is a personal one that should be based on your own research, goals, and values. By taking the time to learn more about the company's reputation, investment philosophy, and track record, you can make an informed decision that aligns with your financial priorities.