Wed May 2023

Fisher Investments Reviews

Fisher Investments is a well-known investment management firm that has been in operation since 1979. Headquartered in Camas, Washington, Fisher Investments provides a range of services to individual and institutional investors. As with any financial firm, there are mixed opinions and experiences among clients. Here, I will provide an overview of Fisher Investments reviews, highlighting both positive and negative aspects based on available information up until my knowledge cutoff date in September 2021.

Positive Fisher Investments Reviews:

  1. Experienced and Knowledgeable Staff: Many clients praise Fisher Investments for its team of experienced professionals. They appreciate the firm's expertise in the field of investment management and feel confident in the guidance provided by their advisors.

  2. Tailored Investment Approach: Fisher Investments is known for its personalized approach to investment management. They take into account each client's individual goals, risk tolerance, and time horizon to create customized portfolios. This approach resonates with clients who appreciate the attention given to their unique financial circumstances.

  3. Global Perspective: Fisher Investments has a global outlook and takes into consideration international market trends and opportunities. This global perspective is often seen as an advantage, as it allows for a diversified portfolio that can potentially benefit from various regions around the world.

  4. Long-Term Focus: Fisher Investments emphasizes a long-term investment strategy, encouraging clients to think beyond short-term market fluctuations. This philosophy aligns with many investors who believe in the importance of staying focused on their long-term financial goals.

Negative Fisher Investments Reviews:

  1. High Fees: Some clients express concerns about the fees charged by Fisher Investments. They believe that the fees are relatively high compared to other investment management firms, especially considering the performance of their portfolios.

  2. Aggressive Sales Tactics: A few reviewers have reported experiencing aggressive sales tactics from Fisher Investments representatives. They claim to have received persistent phone calls or emails encouraging them to sign up for services, which they found off-putting.

  3. Performance Discrepancies: While many clients are satisfied with the performance of their portfolios, some express disappointment with the returns generated by Fisher Investments. They believe that the performance did not meet their expectations or match the market averages.

  4. Limited Investment Options: A few clients have mentioned the limited investment options available through Fisher Investments. They believe that the firm's investment strategies are somewhat rigid, lacking flexibility in terms of asset allocation or access to specific investment vehicles.

It's important to note that individual experiences can vary widely, and these reviews represent a range of perspectives. It is always advisable to conduct thorough research and consider multiple factors before making any investment decisions.

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