What is the Fisher Investments Private Client Group?

The Fisher Investments Private Client Group was established in 1995 to deliver high-quality, personalized service to high net worth individuals. Today, the Fisher Investments Private Client Group oversees billions in assets under management for clients in all 50 states in the US, certain provinces in Canada, and the UK.

Who Oversees the Fisher Investments Private Client Group?

Ken Fisher, the founder and CEO of Fisher Investments, along with the other two members of the Investment Policy Committee (IPC) directs the Private Client Group's investment strategy and capital market management philosophy. The IPC is a centralized decision-making team with a combined money management experience of 60-plus years. Fisher Investments builds an investment portfolio for each client in the Private Client Group based on individual investment objectives, time horizon, cash flow requirements, outside holdings and tax status, among other factors.

What Can a Client in the Fisher Investments Private Client Group Expect?

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 and the handling of clients' day-to-day needs. The dedicated team coordinates all service requests and keeps clients updated on the market, economy and positioning of the portfolio.

To learn more about the Fisher Investments Private Client Group, please contact 1-800-587-5512 or visit www.fi.com.