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What Makes Fisher Investments Different?

What we bring to the table; here are six ways we feel we’re different from the other guys.

Flexible Fisher Investments Strategy
Unlike 'growth investors' or 'value investors' that are stuck with a static investment strategy, Fisher Investments’ strategy can be shifted as appropriate depending on our forward-looking anticipation of market conditions. We aren’t ‘growth’ or ‘value.’ We are ‘total return’ investors. We make it our goal to help you achieve your financial goals regardless of market conditions.

Dynamic Asset Allocation
If we forecast a bull market, we emphasize stocks in your portfolio. When that forecast changes, we strive to help protect your assets in a bear market by taking a defensive approach as appropriate. We may move you into cash or bonds, or use other tools to help reduce risk. We have a long, publicly published history of forecasting bear markets and reacting fast and with certainty. Fisher Investments' historical performance is due to our continual analysis of the markets and taking the appropriate actions on a proactive basis.

Global Investing
The US makes up less than 50% of the world stock market, but still many American investors tend to focus solely on US stocks. At Fisher Investments, we invest globally to take advantage of worldwide opportunities many money managers miss. We seek to maximize opportunity and manage risk by investing in global markets.

Customer Service is King
With us, you’re not just another account number. We take pride in providing a caliber of service we believe is unparalleled in the industry. You will have a dedicated Investment Counselor, who contacts you proactively to keep you up-to-date on any important changes in your account. You’ll hear from us regularly – but it’s not a sales call. Our goal is to simply help you feel comfortable with your portfolio and understand exactly what is going on in your account and why. We believe more than 9 out of 10 of Fisher Investments clients choose to stay with us because of our unique, proactive customer service approach.*

Experience & Expertise
Ken Fisher, our founder and CEO, was also recently ranked as a top market forecaster by the CXO Advisory Group, and has a 20+ year public history of market calls through his columns in Forbes magazine.** Jeffery Silk and Andrew Teufel have worked alongside Ken developing investment research since 1983 and 1995, respectively. Together, the three constitute the firm’s Investment Policy Committee, the investment decision-making body making all strategic investment decisions for Fisher Investments’ client portfolios. Our Investment Policy Committee has over 60 years of combined experience. Fisher Investments' client portfolio performance benefits from the IPC's extensive capital markets experience.

Transparent Fee Structure that is Competitive
Fisher Investments is a privately held, independent investment firm. We charge a fee based on assets under management, and have found that our fees are often lower than what our clients were previously paying and may even be tax deductible. Unlike many brokers, we make no profit on trades and have no incentive to “churn” your account, which also aligns our incentives with our clients’ best interests. Bottom line— we strive to keep more of your money working for you in your portfolio.

* Average annual private client retention, 1997 – 2007
** 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.