Fisher Investments is a well-known global investment management firm, but understanding their performance requires careful consideration of several factors. Simply stating a percentage return is insufficient; it's crucial to examine the specifics of the investment strategies, time horizons, and associated risks. This in-depth analysis will help you navigate the complexities of evaluating Fisher Investments' performance.
While Fisher Investments doesn't publicly release specific performance data for all its strategies in the way some mutual funds do, understanding how they present and discuss their results is key. Their approach centers on long-term investing, emphasizing the importance of weathering market volatility. Therefore, short-term fluctuations are often downplayed in favor of demonstrating performance over longer periods (typically 5, 10, and even 20+ years).
What are the different types of accounts offered by Fisher Investments?
Fisher Investments offers a range of investment management services tailored to different client needs and investment goals. These typically include individual accounts, family accounts, trust accounts and retirement accounts. The specific investment strategy within each account will vary based on the client’s risk tolerance, investment timeline, and financial objectives as determined through a thorough consultation process. This means that published performance data, if available, is unlikely to reflect every client's individual experience.
How does Fisher Investments measure its performance?
Fisher Investments' performance measurement is built on its core philosophy of long-term, globally diversified investing. They often compare their performance against relevant benchmarks, often broad market indexes like the S&P 500 (though never directly claiming to beat it, since their investment strategies are globally diversified and not limited to US equities). They highlight the importance of total return, which includes both capital appreciation and income generated from investments. It's vital to understand that past performance is not indicative of future results.
What are the fees associated with Fisher Investments?
Fees are a critical element in evaluating any investment management firm's performance. Fisher Investments charges fees based on the assets under management (AUM), which means that the fees are directly tied to the size of the client’s investment portfolio. These fees can vary but are typically stated clearly in the client agreements. Understanding the fee structure is essential to determine the net return after fees, providing a more accurate picture of overall investment performance.
What are the risks associated with investing with Fisher Investments?
As with all investments, there are inherent risks associated with investing with Fisher Investments. Market fluctuations, global economic conditions, and geopolitical events can all significantly impact investment performance. While diversification helps mitigate risk, no investment strategy guarantees a positive return. It's crucial to have a long-term perspective and a thorough understanding of your own risk tolerance before making any investment decisions.
Does Fisher Investments provide regular performance reports to clients?
Fisher Investments typically provides regular performance reporting to its clients, though the frequency and format may vary based on individual client needs and account structures. These reports provide an overview of account performance, highlighting changes in asset allocation, investment gains or losses, and overall portfolio value.
How can I access my Fisher Investments performance information?
To access your specific Fisher Investments performance information, you should log in to your online account portal or contact your dedicated Fisher Investments advisor. They will provide you with personalized reports and address any questions regarding your portfolio's performance.
Disclaimer: This information is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Before making any investment decisions, it's crucial to consult with a qualified financial advisor. The information presented here is based on publicly available information and general industry knowledge regarding Fisher Investments' investment approach. Individual client experiences may vary.
