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Fisher Investments provides several communication outlets to keep the Fisher Investments client up-to-date on markets, the economy and the portfolio’s performance. Fisher Investments clients receive regular standard reporting, from both Fisher and the brokerage firm housing the client’s assets. The Investment Policy Committee (IPC) provides Fisher Investment clients with comprehensive quarterly reviews and semi-annual videos discussing retrospective performance and future market outlook. Fisher Investments also provides an online resource, www.MarketMinder.com, to provide Fisher Investments clients daily news aggregation and market commentary on up-to-date on important and relevant news and events. Furthermore, Fisher Investments clients are welcome to contact their personal Investment Counselor as often as they like to discuss current market situations and portfolio strategy.

Enriching the Fisher Investments client’s experience is also important to us. We developed the Private Client Group to offer what we believe is an exceptional level of service for high-net-worth individuals through customizable portfolio management and client education programs. Throughout the year and in various locations across the US, Fisher Investments sponsors a series of programs aimed at providing the Fisher Investments client with timely updates and instruction regarding the financial markets and investment portfolios. The programs include Investment Education Workshops to explain investment and economic fundamentals, Capital Market Seminars to provide our latest global market forecasts and current portfolio strategy, and Fisher Friends Lunches to let Fisher Investments clients get to know each other in an informal setting. These events are designed exclusively for Fisher Investments clients, and offer access to senior Fisher Investments representatives and other Fisher clients.

Fisher Investments clients receive a level of service we believe is unparalleled by typical investment managers. We pride ourselves on a history of making, what we believe, are the best strategic investment decisions for our clients. We have a respectable performance history and strive to consistently keep our clients on the right side of the market and in the right market segments over time.

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.