Fisher Investments' Investment Approach

Fisher Investments manages financial assets for affluent individuals and prominent institutions. Fisher Investments takes an active portfolio management approach, leveraging market information derived from capital markets technology to dynamically adjust client portfolios depending on current market conditions.

Fisher Investments was founded in 1979 by Ken Fisher based on a fundamental belief in capitalism and how free capital markets function. Using these principles, Fisher Investments has emphasized developing new capital markets technology with the goal of providing solid performance returns. Fisher Investments currently manages billions in assets.

Fisher Investments’ Strategy Decisions

Fisher Investments’ investment strategy decisions are made by Ken Fisher along with the other two members of the Investment Policy Committee, a team with more than 60 years combined investment industry experience. The Investment Policy Committee oversees the research and trading services departments to develop and deliver optimal portfolio strategies across each client account.

The Fisher Investments Research Department uses extensive technology to monitor performance across all portfolios on a daily basis. Performance is analyzed to identify which countries, sectors, and currencies provided the greatest benefit and detriment relative to assigned benchmarks. The Investment Policy Committee is alerted of any material changes in Fisher Investments’ performance data.

To learn more about Fisher Investments’ strategy decisions and investment approach, please contact 1-800-587-5512 or visit www.fi.com.