Fisher Investments Solutions

Would you hire a circus clown to fix a leak on your yacht? Of course not, but let’s face it—many individuals have very little time or the know-how to successfully manage a portfolio on their own. In the same way people utilize the services of an architect, interior designer, plumber, barber or lawyer, individual investors often turn to professional investment management to fulfill their investing needs.

Professional Portfolio Management

Investing success is more than just picking stocks. It involves more important decisions like asset allocation (your mix of stocks, bonds and cash) and sub-asset allocation (sectors, countries, capitalization, growth/value) and securities selection. But professional investment management is also about planning for major life events like children’s graduation, home purchases, income needs, retirement and succession. Fisher Investments takes all of these factors into account when building your portfolio.

Retirement Planning

Retirement planning is something everyone needs to consider at some point—the earlier the better. Maintaining a comfortable lifestyle after retirement requires sufficient investment income to replace earnings from work. The portfolio needs to accomplish growth and income, without assuming too much risk to accomplish these retirement goals.

Global Investing

One way to diversify and mitigate risk, which many investors don’t fully appreciate, is to think globally. Considering the US is about 25% of global GDP, it makes sense to have a healthy portion of the portfolio allocation to other countries including the UK, Japan, and Germany, among others. Emerging markets can also offer growth potential and additional country diversification.