Fisher Investments offers portfolio management and financial planning for wealthy investors. When you sign up, an investment advisor designs a personalized investment strategy based on your long-term goals and financial situation. With a focus on active portfolio management, Fisher Investments aims to identify investment opportunities and deliver long-term results.
In the latest 13F filing, Fisher Investments revealed insights into their investment adjustments made during the third quarter of 2023. This filing provides a glimpse into the company's investment decisions and strategies, shedding light on their approach to portfolio management.
The Investment Policy Committee (IPC) at Fisher Investments plays a crucial role in the investment process. Comprised of experienced professionals, the IPC considers various economic factors and market conditions to benefit clients. The structure of this committee ensures a comprehensive approach to investment management and allows for informed decision-making.