Home  >  The Fisher Investments Difference

Fisher Investments: Key Advantages
Why we feel we’re different from other money managers:

• Fisher Investments and the unconstrained investing style. We’re ‘total return’ investors, not ‘value investors’ or ‘growth investors’ – we’re never constrained by a size or style of investing. Based on our forward-looking view of market conditions, we can shift our investment strategy when appropriate.
• Fisher Investments, bear markets and the goal of asset protection. We strive to help protect client assets during periods we view as prolonged market downturns, and we have a long history of forecasting bear markets, and reacting quickly and decisively.
• Fisher Investments invests internationally, seeking to maximize opportunity while minimizing risk. We invest globally. Global investing means our clients have broader market exposure and the potential to capture upside in other countries. After all, the US makes up less than 50% of the world stock market.
• Dedication by our customer service team. We don’t wait for you to call us. We will call you - your dedicated Investment Counselor knows you by name and understands your unique goals and situation. Our mission is to generate consistent returns for our clients while providing superior client service. We believe our institutional and private clients' investment objectives are best addressed by maintaining direct relationships. Our goal is providing proactive, high-touch customer service to keep you fully apprised of our views and any important changes to your account.
• A public, established track record of which we’re proud. The Fisher Investments Investment Policy Committee has over 60 years combined experience. Our founder and CEO, Ken Fisher has a 20+ year track record of public market calls in his Forbes magazine columns, and he was recently ranked as a top market forecaster by the CXO Advisory Group.*
• Competitive fee structure, no surprises. Many brokers make profits on trades, and have incentive to "churn" your account. At Fisher Investments, we simply charge a fee based on assets under management, aligning our incentive with our clients’ best interests.

* Ranking can be found at http://cxoadvisory.com/gurus/. Fisher Investments has no affiliation with CXO Advisory Group. Market calls represent descriptions of the overall market and don't represent the performance of Fisher Investments.

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.