Introduction to Fisher Investments

Thank you for considering Fisher Investments. This video is designed to answer your questions about how we can help you achieve your personal financial goals. To learn more about how we can help you, give us a call at 1-800-568-5082 or visit our official website: https://www.fisherinvestments.com. You can also make an appointment with us at https://www.fisherinvestments.com/en-.... You deserve an adviser you can trust and feel comfortable with, and since we first began managing discretionary assets in 1979, our goal has been to put clients first. We believe this focus on putting investors like you first is why we’ve successfully managed portfolios for more than 45 years and currently serve over 200,000 clients globally.* You can expect two things from a relationship with us. First is direct, personalized service. We are committed to understanding your financial objectives and giving you the confidence and service necessary to reach your long-term investing goals. Second is portfolio management tailored to your needs. You will receive a portfolio we believe will be appropriate to reach your investment goals, managed with an investment practice deeply rooted in our own time-tested investment processes and philosophies. This video showcases the wide range of services and features available exclusively to Fisher Investments clients and how they may help you in your financial journey, including: 00:08 - Introduction 00:46 - About Us 2:22 - How We Help You 4:06 - Comprehensive Financial Planning Services 5:06 - Your Portfolio Decision Makers 7:17 - Our Top-Down Investment Approach 8:54 - Becoming a Client 10:10 - Simple, Transparent Fee Structure 10:44 - Ongoing Support and Resources 11:35 - A Message from Our Founder 12:08 - Learn More Thank you again for considering Fisher Investments. We know you have many investment management options and we appreciate your interest in learning more about how we can help you. See where Fisher Investments spots opportunity and position your portfolio for the road ahead. Click here to learn more: https://www.fisherinvestments.com/en-... Have any feedback on this video? We would greatly appreciate if you could complete this 1-minute survey: https://fi.co1.qualtrics.com/jfe/form... *As of 3/31/2026. Includes Fisher Investments and its affiliates. Connect with Fisher Investments on: • Facebook -   / fisherinvestments   • X -   / fisherinvest   • LinkedIn -   / fisher-investments   • Instagram -   / fisher.investments   • TikTok -   / fisher_investments   You can also follow Ken Fisher here: • Facebook -   / kenfisher.fisherinvestments   • X -   / kennethlfisher   • LinkedIn -   / ken-fisher   • Instagram -   / kenfisher_fisherinvestments   Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.