We have only just joined Fisher so I can't speak to returns. Who can really speak to returns unless they have been with a firm for at least 5-7 years? The market is cyclical and investments are longterm - it's not a casino. But what I can speak to is the advisor service and support. Jacob T (out of the DFW office managing our UK portfolio) has been incredible. In the past with St James, communication was perfunctory at best. Jacob has already proven to be proactive and very quick to hop on a call to explain things. Further, when interviewing for new advisors, I found many to be condescending to me (as a woman) speaking to me as if I were a child. Jacob explains things in an easy to understand manner, always backed up by data, and never speaking down, or over, me. So far, I am delighted.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
