What You Can Expect as a New Client at Fisher Investments

When Fisher Investments begins a relationship with a client, we take the time to understand the full scope of a client’s financial situation and goals for their retirement. Only after we have an in-depth understanding of the details of a client’s financial situation do we make a portfolio recommendation for them. We go through the recommendation in detail, and only after the client is comfortable with the approach do we move forward with full implementation of the portfolio.
Fisher Investments does not take custody of a client’s assets-ever. The separation of money management and custody is a key element that investors should look for when evaluating a money manager. Fisher Investments works with large, well-known firms to custody clients’ assets. We help clients from account setup to ongoing management-making sure clients receive the best possible service for their personal situation.
Every client receives a dedicated Investment Counselor. These Investment Counselors, who often have many years of industry experience, are available to clients throughout their relationship with Fisher-not only for regular meetings and check-ins, but also any time a client needs to talk.
Senior Executive Vice President Jill Hitchcock talks more about Fisher Investments’ new client onboarding process.
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The way i'm sitting right now, i'd be better off to Cash Out my 401K and pay off a Car Loan to get RID Of the full coverage over blown revenue sucking insurance.