your fisher investments service team
Your Investment Counselor
Associate Investment Counselors
Help with administrative changes to your accounts
Assist with processing distributions
Assist with any needed paperwork
Update personal information
Investment Counselor Assistants
Answer general questions
Answer market and economic questions
Help Client Service Operations Specialists with service requests
Provide market updates
Specialists and Services
Your Team
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 or a reflection of the performance of Fisher Investments or its clients. Nothing herein is intended to be a recommendation or a forecast of market conditions. Rather it is intended to illustrate a point. Current and future markets may differ significantly from those illustrated herein. Not all past forecasts were, nor future forecasts may be, as accurate as those predicted herein.
© Fisher Investments.
Founded in 1979, Fisher Investments is a privately owned, independent investment adviser offering a global approach to portfolio management for high net worth and institutional clients.
About Fisher Investments
Disclosures
As a client of Fisher Investments, you'll receive proactive, personalized service. We are committed to understanding your financial objectives and giving you the confidence and service necessary to reach your long-term investing goals. Below you'll find a breakdown of your Fisher Investments service team.
Although your service team is your primary point of contact with Fisher Investments, there are many more teams and services available to support you along your path to your financial goals. Your service team coordinates with other teams internally who are responsible for managing your portfolio and providing additional services. Explore below to learn more.
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Acts as your primary point of contact
Understands your investment goals and financial circumstances
Ensures alignment with the service team
Acts as a liaison to the Investment Policy Committee
Connects you to additional resources and specialists
The following are examples of educational resources available to you:
MarketMinder
Podcasts
YouTube Videos
Columns by Ken Fisher
We produce two podcasts—Market Insights and The Well-Read Investor—providing succinct, entertaining and savvy thinking on global capital markets.
An online resource providing daily news aggregation and proprietary market commentary to keep you informed on important and relevant news and events.
We produce a variety of educational videos designed to inform investors about important issues of the day and what we believe may be driving market movement.
Each month, clients receive links to Ken Fisher's exclusive monthly client column in addition to his columns in Real Clear Markets.
MarketMinder
Podcasts
YouTube Videos
Columns by Ken Fisher
Learn MORE
Portfolio Management
Our large Research staff analyzes the market so you don’t have to. They support the IPC by providing high-quality, timely information and analysis.
The Investment Policy Committee (IPC) makes strategic investment decisions for client portfolios. The IPC consists of Ken Fisher, Jeff Silk, Bill Glaser, Aaron Anderson and Michael Hanson.
FInancial Planning Services
You have access to a number of financial planning resources to help you navigate complex decisions. Click on the labels below to learn more.
In-person & digital events help enrich your experience by providing you with timely updates regarding financial markets and your portfolio, and offer the opportunity to ask questions and interact with key decision-makers in the firm.
Complementary Resources
We can review your current estate plan and help you ensure your assets will be distributed according to your wishes. If you would like to make changes to your estate documents, we can connect you with a vetted attorney in your area.
Our educational content details our outlook, perspective on current events and more.
Tax Planning
Insurance Analysis
Corporate Trustee
Banking Support
Annuity Evaluation
Financial Planning
Social Security
Estate Plan Evaluation
We can help you evaluate your Social Security options—such as when to file and begin drawing benefits.
We have partnered with third-party Certified Public Accounting (CPA) firms to establish a dedicated tax advisory team who can provide tax planning support and answers to your questions. We can also help you identify a CPA to help you prepare and file your taxes. Fisher Investments receives no compensation for tax planning and preparation referrals to third-party resources.
Our specialized service professionals can help you assess your insurance needs and determine what amount of life and/or long-term care insurance may be most appropriate for you and your family.
We can help analyze your current annuity contract, or a contract you are considering, to help determine if the annuity’s features are aligned with your long-term financial goals and objectives.
We can coordinate with your custodian to link the use of a check or debit card to your brokerage account—allowing your funds to serve as backup to your traditional checking and savings accounts. We can also help you evaluate mortgage and home equity loan rates available through your custodian.
Through a custodian in our network, we can provide access to corporate trust issuers who can help manage assets held in a trust. If you are the grantor of an existing trust or are interested in establishing one, we can help you select the most appropriate custodian for your needs. Any applicable fees are paid directly to the trust company—Fisher Investments receives no additional compensation for these services.
Our Financial Planning Counselors are available to review your financial status and planning goals and help with strategies to meet those goals. Your financial plan consolidates future income and expenses and, if a shortfall is found, our Financial Planning Counselors can help identify potential solutions.
Disclosures
Specialists & Services
Your Team
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 or a reflection of the performance of Fisher Investments or its clients. Nothing herein is intended to be a recommendation or a forecast of market conditions. Rather it is intended to illustrate a point. Current and future markets may differ significantly from those illustrated herein. Not all past forecasts were, nor future forecasts may be, as accurate as those predicted herein.
© Fisher Investments. MCER09 - Q1230208.
Founded in 1979, Fisher Investments is a privately owned, independent investment adviser offering a global approach to portfolio management for high net worth and institutional clients.
About Fisher Investments
Disclosures
Specialists & Services
Your Team
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 or a reflection of the performance of Fisher Investments or its clients. Nothing herein is intended to be a recommendation or a forecast of market conditions. Rather it is intended to illustrate a point. Current and future markets may differ significantly from those illustrated herein. Not all past forecasts were, nor future forecasts may be, as accurate as those predicted herein.
© Fisher Investments.
Founded in 1979, Fisher Investments is a privately owned, independent investment adviser offering a global approach to portfolio management for high net worth and institutional clients.
About Fisher Investments
Service Structure
Specialists & Services