Fisher Investments Reviews Our Fiduciary Duty
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0:00 When you find a firm that is a fiduciary like Fisher Investments, you can at least rest assured that the recommendations,
0:07 the client service, the fee structures, all of these sorts of things are really aligned with your interest in mind.
0:14 A fiduciary is somebody who owes a duty to somebody else, who is responsible to care for somebody else. What it really means at its core, is the actions
0:24 that you take have to be in the interest of the customer first and in the interest of. In many cases, the company second.
0:32 And so we have every incentive, just like the client, to have the client’s assets grow as much as reasonably possible in line with their goals
0:40 and objectives.
In this clip, Fisher Investments Executive Vice President, K.C. Ellis reviews what it means to be a fiduciary—a business obligated to put client interests first—and why having one should matter to you as an investor.
Notably, not everyone providing financial advice is a fiduciary and some money managers may not always structure their business in a way that minimizes conflicts of interest. Brokers, for example, aren’t held to the fiduciary standard and may be incentivized to sell products with higher commissions—creating a conflict of interest.
At Fisher Investments, we have structured our business to put clients first and minimize conflicts of interest. Our only fee is based on the value of the assets we manage for you—helping align our interests with yours.
When reviewing money managers, we believe you should find an adviser you trust and who has experience—including a time-tested investment process and philosophy designed to help you reach your long-term financial goals.
Review More About the Fiduciary Standard on Fisher Investments’ Fiduciary.com
Want to learn more about the fiduciary standard and how it compares to other standards of care in the financial services industry? Or understand more how you can choose the right money manager for you?
On our website, Fiduciary.com, Fisher Investments reviews what a fiduciary is and isn’t, and what you need to know about the different financial professionals you might encounter in the industry. Notably, just because a fiduciary is held to the highest standard of care in the money management industry, doesn’t necessarily mean they are the right fit for you. We believe evaluating an investment professional’s structure, experience, values, and incentives are just as important as their legal obligations.