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.
Summary
Fisher Investments outlines what new clients should anticipate regarding service quality and investment approach. The firm promises a higher level of engagement through proactive conversations with investment counselor teams and accessibility to live advisors for questions at any time. A key differentiator is the communication strategy during periods of market volatility and economic distress—clients will hear regularly from their investment counselors who acknowledge current market conditions and explain protective measures being taken. The firm employs an active management approach rather than passive strategies, meaning portfolios are continuously adjusted in response to three primary drivers: changes in market conditions, shifts in the economic environment, and changes in clients' personal circumstances. This dynamic approach is positioned as essential for helping clients stay on track toward their long-term financial goals.
Key Insights
- Fisher Investments claims clients will experience higher levels of proactive conversations with their investment counselor team compared to what they've experienced before
- The firm commits to regular contact from investment counselors specifically during periods of market turbulence and economic distress to demonstrate awareness and protective actions
- Fisher Investments uses active management that dynamically changes portfolios in response to market changes, economic environment shifts, and changes in clients' personal circumstances
- Clients have the ability to reach out to a live person whenever they have a question at any time, without apparent restrictions
- The firm frames its approach as one that helps clients stay on track to reach goals over time despite market and life changes
Topics
Transcript
[0:05] What you can expect as a new client of Fiser is a level of engagement from a service standpoint with your investment counselor team that you've never experienced before. You're going to have a higher level of proactive conversations. You're going to have the ability to reach out whenever you have a question at any time and talk to a live person. But more importantly, when markets are turbulent, when there are times of distress in the economy, in the [0:35] political landscape, you're going to be hearing from your investment counselor on a regular basis to let you know that we see what's going on. we hear what you're hearing and let you know what we're doing about…
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