What kind of service do Fisher Investments private clients receive?
Fisher Investments prides itself on providing proactive and personalised service for its clients. Each client has an Investment Counsellor dedicated to serving his/her needs. Clients may have as little or as much direct contact as desired, and their Investment Counsellor serves as a liaison to the Investment Policy Committee (IPC), who will ultimately be responsible for making investment decisions. Fisher Investments provides continuous communications – including quarterly valuations, and research reports. Senior management make themselves available to clients through periodic seminars.
