I became a Fisher Investments client after managing my own portfolio for many years. I enjoyed investing, but eventually realised that reacting to every market headline was taking too much of my time and occasionally leading me to make decisions I later questioned.
What I value most is the regular contact with my Investment Counselor. He understands what I am trying to achieve and explains the thinking behind the portfolio in a clear and direct way. When markets become unsettled, I can speak with someone who knows my circumstances rather than receiving a generic response.
Since working with Fisher, I spend far less time worrying about short-term market movements. I still understand how my money is being invested, but I no longer feel that I have to monitor everything myself. The service has given me greater confidence in my long-term plan and, just as importantly, more time to enjoy my retirement.
