What You Can Expect as a New Fisher Investments Client

The typical onboarding process for a new Fisher Investments client takes about two to four weeks. Fisher Investments works hard to make the process as easy, straightforward and streamlined as possible. We understand that hiring a financial professional is a big decision. This is why we believe a hands-on approach is the best way to start the relationship off on the right foot.

Each client has a dedicated Investment Counselor, whose job is to understand the client’s full financial situation and how it can change over time. Investment Counselors also keep clients informed on markets and their portfolio, as well as answer any questions that may arise—whether those questions happen in the beginning or later on down the road.

In addition to the service provided from each client’s Investment Counselor, Fisher Investments offers other avenues for clients to stay updated and educated on markets and portfolios. We provide opportunities for clients to attend in-person events, and also provide research and regular commentary to clients. These events and communications cover everything from the basics of investing to in-depth details on financial markets, giving clients the opportunity to get their questions answered, no matter what they are.

Watch this video to hear Fisher Investments Senior Executive Vice President Jill Hitchcock discuss more of the key elements of being on-boarded as a Fisher Investments client.

If you're interested in learning more about Fisher Investments and how we can help, call us today! (888) 823-9566

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Видео What You Can Expect as a New Fisher Investments Client канала Fisher Investments