I moved our investments from RL360 and SJP to Fisher Investments in 2021 and it was the best move ever! Regular calls from our Investment Counsellor, Ken Fisher column and an impressive return on the Purisma Fund (38% in 2023).Unlike SJP & Abbey Wealth (RL360), they use in house analysts and publish their Investment Committee meetings. Personally I rate them very highly. They have a investment strategy, and inform investors of trading changes with rationale.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
