I have found Fisher to be very capable as a portfolio manager…their approach is to use individual stocks w strong diversification across sectors and geography…their involvement has freed up 6 hrs weekly that I previously spent on portfolio mgt…their performance has beaten the market metrics and they also do indeed perform their role as fiduciary, where they recently performed their own due diligence on an investment decision I was making and w FBI help identified my planned 5-figure investment to be involving a fraudulent Singapore entity…regarding their expense fees, they are quite reasonable, since their approach gives tax savings and avoids MFs and ETFs and their fees, and their guidance is sophisticated and on-going…
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
