Building Wealth with Fisher Investments

Fisher Investments offers solutions to help high net worth individuals manage and continue to build wealth over the long-term. It takes years of hard work to build wealth—wouldn't it be nice to have that wealth now work for you?

The Fisher Investments Private Client Group

Fisher Investments established its Private Client Group in 1995 aimed to deliver superior, personalized service to high net worth clients. Fisher Investments designs investment portfolios for each high net worth client based on individual investment goals, time horizon, cash flow requirements, outside holdings and tax status, among other factors. Over the course of managing the portfolio, Fisher Investments will dynamically adjust the portfolio’s risk and return characteristics depending on current market conditions.

Each client in the Fisher Investments Private Client Group is assigned a team of investment professionals dedicated to providing the highest level of investment service. Each team handles clients' needs on a day-to-day basis. The dedicated team coordinates all investment service requests to appropriate teams and keeps clients updated on the market, economy and positioning of the portfolio.

Find out more about the Fisher Investments Private Client Group by visiting us on the web, at www.fi.com.