By Fisher Investments' Corporate Communications Group — 9/29/2023
Introduction
Fisher Investments is a well-established investment advisory firm founded in 1979. Despite its long history, many investors are unaware of the services it offers and the fees associated with them. In this Fisher Investments review, we will delve into the details of the firm, analyze its investment strategies, and provide an overview of its fees and services.
Overview of Fisher Investments
Fisher Investments is one of the world's largest independent, fee-only investment advisers. The firm offers a range of investment management services, primarily catering to high net worth individuals. Their investment strategies are designed to address the specific needs and goals of their clients.
Investment Strategies
Fisher Investments employs a global, multi-asset class approach to investing. Their strategies focus on long-term growth, aiming to deliver consistent returns over time. They emphasize diversification and active portfolio management to mitigate risk and maximize opportunities in various market conditions.
Fees and Services
One aspect that stands out in our Fisher Investments review is the firm's fee structure. The fees charged by Fisher Investments are relatively high compared to some other investment firms. However, it is important to note that Fisher Investments primarily caters to high net worth individuals who may have different investment needs and expectations.
Fisher Investments offers a comprehensive suite of services, including portfolio management, retirement planning, estate planning, and tax-efficient investing. They also provide access to a team of experienced financial advisors who work closely with clients to develop personalized investment strategies.
Performance and Awards
Fisher Investments has earned recognition in the investment industry, including being named the Equities Manager of the Year in 2023. The firm's investment approach has deliver consistent results, although past performance does not guarantee future success.
Growth Indicators
Growth in gross domestic product (GDP) is often seen as a positive indicator of economic output. Fisher Investments reviews the importance of GDP growth as a key factor in analyzing market conditions and making investment decisions. They consider various economic Indicators and market trends to formulate their investment strategies.
Market Insights
As part of our Fisher Investments review, we analyzed the firm's market insights. Fisher Investments provides regular updates on the biggest market, political, and economic news. These updates include analysis of the US Purchasing Managers' Index and other relevant Indicators that impact the investment landscape.
Conclusion
In conclusion, Fisher Investments is a well-known investment advisory firm that caters to high net worth individuals. While their fees may be higher compared to some other firms, they offer a comprehensive suite of services and a global, multi-asset class investment approach. Investors considering Fisher Investments should carefully evaluate their own investment needs and goals before making a decision.
