Fisher Investments Private Client Group helps individuals and families achieve their long-term investment goals and objectives with detailed financial planning, tailored investment portfolios and proactive, high-touch client service. As a Registered Investment Adviser (RIA), Fisher Investments is legally obligated to act in its clients’ best interests, and always puts its clients first. Following a fiduciary duty is a differentiating feature of Fisher Investments. Not everyone providing financial advice assumes fiduciary duties or the standards of care and loyalty that accompany that responsibility. As a fee-only adviser, Fisher charges a single, simple fee that is a percentage of a client’s assets under management (AUM). Fisher doesn’t sell any commission-based products which aligns their interests with their clients’-to grow their portfolio. Fisher clients get comprehensive financial plans and resources on investing, estate planning, Social Security, Medicare, tax efficiency and more. Fisher’s Investment Counselors are solely focused on service; they don’t have sales goals. They are compensated on client retention, not sales commission, and they don’t sell financial products. Fisher Investment Counselors stay in touch proactively and offer guidance through the market’s ups and downs. Interested in learning why over 150,000 clients globally entrust Fisher Investments as stewards of their financial futures, visit www.fisherinvestments.com.
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Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.
4 окт 2024
