Leadership And Guidance: Group Manager Role At Fisher Investments

Fisher Investments is an independent money management firm with a current workforce of over 4,000 employees. The company was founded in 1979 by Ken Fisher, who served as CEO until 2016. Fisher Investments offers a range of services, including portfolio management, financial planning, and retirement planning, to individuals, families, and institutions. The company has a client-centric approach and provides tailored investment strategies to meet the unique needs and objectives of its clients. With a focus on global investing opportunities, Fisher Investments seeks to maximize returns and manage risk by investing in a diverse range of stocks, bonds, and other securities. As of 2024, the firm manages over $275 billion in assets and serves more than 155,000 clients worldwide. In this context, the role of a group manager at Fisher Investments involves leading a team of investment professionals, providing strategic direction, and ensuring that the team delivers tailored investment solutions to meet the needs of their clients.

Group managers at Fisher Investments help clients achieve their long-term investment goals and objectives

Fisher Investments' Private Client Group is structured to help clients meet their long-term investment goals. The company provides a tailored approach to investment management and financial planning, considering each client's unique financial situation, goals, and needs. This includes assessing factors such as financial goals, investment time horizon, and other important considerations outside of the client's portfolio. Fisher Investments does not offer cookie-cutter portfolios but instead takes the time to understand each client's overall financial situation to maximize the probability of achieving their investment goals.

The company's top-down, global investment approach starts by analyzing broad global economic, political, and sentiment factors. This analysis helps identify opportunities across investment categories, allowing Fisher Investments to narrow down to specific securities believed to perform well. Fisher Investments seeks to maximize opportunities and manage risk by investing globally, rather than solely focusing on stocks from the client's home country. This approach helps to take advantage of worldwide opportunities that other money managers may overlook.

Group managers at Fisher Investments play a crucial role in ensuring clients receive personalized investment plans and portfolios tailored to their financial goals. They work closely with clients to understand their needs and provide regular updates on their portfolio's performance. Additionally, group managers provide continuous education, ensuring clients understand their financial goals and investment strategies. Fisher Investments is committed to putting clients' interests first and providing unparalleled client service.

Fisher Investments has a long history of managing assets for prestigious institutions, including corporations, pensions, endowments, and sovereign wealth funds. This institutional expertise is leveraged to benefit individuals and families, providing them with disciplined investment strategies and high-touch client service. The company's global presence and diverse investment opportunities further enhance its ability to help clients achieve their long-term investment goals and objectives.

They provide a tailored approach to investment management and financial planning

Fisher Investments provides a tailored approach to investment management and financial planning. The company's goal is to "help clients achieve their investment objectives with tailored solutions, a high degree of care, and a transparent fee structure". Fisher Investments achieves this through a comprehensive assessment of a client's financial situation, including their financial goals, needs, investment time horizon, and other important factors outside of their portfolio. This information is then used to create a personalised investing approach consistent with the client's goals and needs.

For example, if a client already owns investments such as annuities, Fisher Investments can discuss and provide information about them to help determine if they align with the client's investment goals. The company's Annuity Evaluation Program offers a no-obligation annuity contract review, summarising key details to consider. If the client decides an annuity isn't right for them, Fisher Investments will explain their options.

Fisher Investments' approach to financial planning is simple and transparent. The company focuses on providing clients with a personalised plan that serves as the basis for a portfolio tailored to their financial situation and goals. The company does not sell cookie-cutter portfolios or pre-packaged, commission-based products. Instead, it emphasises specific parts of the market that it believes will perform best, such as different countries and stock market sectors.

The company's flexible, active approach to portfolio management enables it to capitalise on global investing opportunities and help clients achieve their financial goals. Fisher Investments provides regular updates and ongoing support to ensure clients are informed about the market outlook and to help their portfolio continue to serve their financial needs. The company's high-touch client service includes access to exclusive educational resources such as seminars, webinars, and other communications from senior members of the firm's investment team.

Fisher Investments' fees are based only on the value of the assets managed for the client. The company structures its fees so that it does better when the client does better, with no hidden or layered fees. The company provides transparent performance measurement, net of fees, so clients can accurately track their progress toward their long-term financial goals.

Group managers do not sell cookie-cutter portfolios

Group managers at Fisher Investments do not sell cookie-cutter portfolios. Fisher Investments is committed to providing a tailored approach to investment management and financial planning that puts their clients first. This means taking the time to understand a client's overall financial situation, including their financial goals, needs, investment time horizon, and other important factors outside of their portfolio.

The company's wealth management services are designed to help individuals and families achieve their long-term investment goals and objectives. Fisher Investments conducts a comprehensive assessment of a client's financial situation to inform their investment strategy and consider factors beyond their portfolio. This results in a personalized investing approach that aligns with the client's goals and needs.

The company's Annuity Evaluation Program offers a no-obligation annuity contract review. Following this review, Fisher Investments presents a summary of the annuity and key details to consider. If the client decides an annuity is not the right fit, the company explains their alternative options.

Fisher Investments' approach to financial planning is straightforward and transparent. They focus on providing clients with a personalized plan that serves as the foundation for a portfolio tailored to their financial situation and goals. This means there are no cookie-cutter portfolios or high-commission investment products.

The company's investment management process is flexible and active, enabling them to capitalize on global investing opportunities and help clients achieve their financial goals. Fisher Investments regularly communicates with clients to ensure they are informed about the market outlook and how their portfolio aligns with their financial needs.

As a client, individuals will hear from an Investment Counselor who knows them by name and keeps them updated on their portfolio strategy and investments. The goal is to help clients understand what is happening in their account and feel comfortable with their investment strategy. This personalized approach ensures that each client receives a customized investment plan that considers their unique circumstances and objectives.

They help clients understand what is going on in their accounts

A group manager at Fisher Investments is responsible for helping clients understand what is going on in their accounts. Fisher Investments provides a tailored approach to investment management and financial planning, ensuring that clients' financial goals and objectives are met. Group managers play a crucial role in this process by offering personalized investment strategies and regular updates to keep clients informed about their portfolio performance and market outlook.

Group managers at Fisher Investments are dedicated to helping clients make informed decisions about their finances. They take the time to understand each client's overall financial situation, including their investment goals, risk tolerance, time horizon, and individual needs. By conducting a comprehensive assessment, group managers can provide tailored recommendations that align with the client's investment strategy. This personalized approach ensures that clients receive customized portfolios designed to maximize the probability of achieving their financial objectives.

Regular communication is a key aspect of the role. Group managers maintain open lines of communication with clients, providing them with updates on their portfolio strategy and investments. They strive to help clients understand the reasoning behind their recommendations, fostering a sense of comfort and trust. Additionally, group managers offer exclusive educational resources, such as seminars and webinars, to empower clients with knowledge about investing and the latest market trends.

The role of a group manager at Fisher Investments extends beyond investment advice. They are committed to building long-term relationships with clients and providing ongoing support. By serving as a long-term resource, group managers ensure that clients have access to the information and guidance needed to make informed decisions about their financial future. This includes assisting clients in navigating complex financial topics, such as annuities, and providing objective evaluations to ensure alignment with their investment goals.

Fisher Investments recognizes the importance of adapting to market changes and evolving client needs. Group managers are proactive in adjusting client portfolios to ensure they remain on track toward their financial goals. By closely monitoring market trends and the firm's evolving market outlook, group managers can make timely adjustments to investment strategies, demonstrating their dedication to helping clients capitalize on global investment opportunities.

Group managers are dedicated to bettering the investment universe and putting clients' interests first

Fisher Investments is an independent money management firm with a client-focused culture. Group managers at Fisher Investments are dedicated to bettering the investment universe and putting clients' interests first. The company has over 4,000 employees worldwide, all committed to improving the investment landscape and prioritising clients' financial goals.

Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO until 2016 and remains active as the executive chairman and co-chief investment officer. The company is headquartered in Plano, Texas, with offices in several US states and a global presence in eight countries.

The company's dedication to putting clients' interests first is evident in its business structure. They separate service, sales, and portfolio management roles to ensure that each client works with a specialist in their area. This division of labour guarantees undivided attention and care at every step of the client's investment journey.

Fisher Investments offers a tailored approach to investment management and financial planning. They take the time to understand their clients' overall financial situation, including their goals, needs, investment time horizon, and other important factors outside of the portfolio. This comprehensive assessment forms the basis of the investment strategy, ensuring it aligns with the client's unique circumstances and objectives.

The company's five-member Investment Policy Committee (IPC), supported by a dedicated research staff, makes all strategic investment decisions. The IPC has over 150 years of combined industry experience, bringing stability and longevity to the company's investment strategies. Fisher Investments' top-down, global investment approach starts by analysing broad global economic, political, and sentiment factors. They identify opportunities across investment categories and then narrow down to specific securities believed to have strong forward-looking performance.

Fisher Investments is committed to transparency and simplicity in its fee structure. Their fees are based solely on the value of the assets they manage for their clients, with no hidden or layered fees. This transparency ensures that clients' interests are protected and that their retirement goals are not jeopardised by unexpected costs.

The company's dedication to bettering the investment universe extends beyond its clients. Fisher Investments is recognised for its contributions to the industry, having received awards such as the "Best Employer in the (German) Financial Sector" in 2015 and 2016. The company's culture values diversity and inclusion, fostering an environment where employees from diverse backgrounds can contribute to the company's success and deliver unparalleled service to clients.

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