Fisher Investments works to continuously seek new ways to enrich the Fisher Investments client’s experience. Throughout the year, in various locations across the US, Fisher Investments offers several different programs to provide Fisher Investments clients with timely updates and education regarding the financial markets and investment portfolios. The programs include Capital Market Seminars to provide our latest global market forecasts and current portfolio strategy, Investment Education Workshops to explain investment and economic fundamentals, 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 clients.

Fisher Investments also 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) also provides Fisher Investment clients with extensive quarterly reviews and a bi-annual video discussing retrospective performance and future market outlook. Fisher Investments also provides an online resource, www.MarketMinder.com, with daily news aggregation and market commentary to provide Fisher Investments clients up to date, important and relevant news and events.

To ensure clients are informed on portfolio performance and the current market environment, each client has a dedicated Investment Counselor. The Investment Counselor helps clients with account setup and stays abreast of clients’ financial situations and investment objectives, relaying any relevant but unusual requirements to the Portfolio Evaluation Group for consideration in determining the appropriate strategy for the portfolio. The Investment Counselor monitors client accounts and provides service that is personalized to clients’ individual preferences. Furthermore, Fisher Investments clients are welcome to contact their Investment Counselor as often as they like to discuss market situations and portfolio strategy. Fisher Investments clients experience levels of service we believe are unparalleled by typical investment managers.