How Our High-Touch Model Benefits Clients (Fisher Investments - CA)
Fisher Investments emphasizes their high-touch client service model, which centers on educating clients about market conditions and investment strategy during volatile periods. The firm differentiates itself through regular advisor communication, multiple engagement channels (newsletters, webinars, live events), and opportunities for clients to interact directly with the investment team.
Summary
Fisher Investments describes their approach to client management as rooted in client education and transparent communication about market dynamics. The firm believes that when clients understand the investment firm's perspective on market conditions—particularly during times of volatility—they gain confidence that their money manager is actively directing strategy and has positioned their portfolio appropriately for turbulent markets. Beyond one-on-one advisor relationships, Fisher Investments provides ongoing communication through diverse mediums including regular newsletters, webinars, and a series of live events. These events create opportunities for clients to gather together, ask questions directly, and gain real-time understanding of the firm's current market outlook and portfolio positioning strategies. The goal is to ensure clients feel informed and confident in their ability to achieve their financial goals.
Key Insights
- Fisher Investments believes client confidence during market turbulence depends on clients understanding the firm's market perspective and believing the money manager has active strategic control ('hands on the wheel') with a clear directional opinion
- The firm's communication strategy includes both direct advisor contact and supplementary touchpoints through newsletters and webinars to maintain ongoing client engagement
- Fisher Investments hosts a continuous series of live events where clients can attend in groups, directly ask questions, and receive real-time insight into the firm's current market positioning
- Live client events serve a dual purpose of providing market education and creating a community experience where clients interact with other Fisher Investments clients
- The firm positions its communication model as directly connected to helping clients achieve their financial goals by ensuring they understand how their portfolios are positioned
Topics
Transcript
[0:04] We're big believers at Fiser in educating our clients as we believe when clients have a better understanding of what we're thinking and what we see going on in the marketplace during times of market volatility and turbulence. They want to feel like their money manager has their hands on the wheel. that we have an opinion of where things are going and we have them positioned properly to ride out those turbulent times. Other things that are unique with Fiser with respect to communication is [0:34] not only are they going to be hearing from their investment counselor regularly, but ongoing communication using various different mediums, whether it be regular newsletters, whether it be webinars, or quite frankly,…
Full transcript available for MurmurCast members
Sign Up to AccessMore from Fisher Investments
How You Can Benefit From Our Executive Management Team's Vast Experience (Fisher Investments - CA)
Fisher Investments highlights the value of its 45-year track record and experienced investment policy committee with combined 150 years of experience. The firm argues that deep market experience enables better decision-making during market turmoil and helps anticipate future economic changes.
How the IPC Structure Benefits You (Fisher Investments - CA)
Fisher Investments differentiates itself through an institutional pension fund management model supported by a large independent research arm that produces thousands of hours of weekly research. An Investment Policy Committee composed of the firm's five most qualified individuals uses this research to make portfolio decisions aimed at maximizing clients' probability of achieving their financial goals.
What You Can Expect as a New Client (Fisher Investments - CA)
Fisher Investments emphasizes proactive client engagement and active portfolio management as core differentiators. New clients can expect regular communication from investment counselors, particularly during market turbulence, combined with dynamic portfolio adjustments based on market conditions and personal life changes.
How We Tailor Portfolios (Fisher Investments - CA)
Fisher Investments emphasizes the need for continuous reassessment of investment strategies and portfolio positioning due to constantly changing market conditions. As an active money manager, the firm focuses on forward-looking analysis to anticipate future market developments and position clients' portfolios accordingly to achieve long-term financial goals.
What Unique Insights Does Fisher Investments Provide (Fisher Investments - CA)
Most investors suffer from home country bias, which limits their exposure to global economic and growth opportunities. Global investing increases diversification and improves the probability of achieving investment goals by expanding the investment opportunity set.