Fisher Investments Reviews Our Fiduciary Duty
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0:04 When it comes to managing your wealth,
0:06 the stakes are high. Whether you’re saving for retirement, investing for the future,
0:10 or navigating complex financial decisions,
0:13 choosing the right financial adviser could be one of the most important
0:17 decisions you make. But how do you know the advice you’re receiving from
0:20 your financial professional puts your interests first.
0:24 That starts with understanding the role of a fiduciary.
0:28 A fiduciary is someone who is legally
0:30 and ethically bound to put your interests first.
0:34 It’s a higher standard of care,
0:36 different from other financial professionals who might only recommend
0:39 options that are suitable for you even if there is a better choice available.
0:45 This distinction matters.
0:47 Imagine receiving a recommendation for an investment simply
0:50 because it earns the person giving you advice a higher commission,
0:54 even though another option might be better aligned with your financial goals.
0:59 At Fisher Investments, being a fiduciary means that
1:02 when it comes to managing your investments your priorities are our priorities.
1:07 We operate as a fee only adviser.
1:10 We don’t sell products or earn commissions on trades.
1:13 That way you know the advice we give you has your financial interests at heart
1:18 and that our incentives are aligned with yours.
1:21 Simply put, we do better when you do better.
1:25 Our tailored approach begins with understanding your goals.
1:29 Are you working towards long-term growth or are you prioritizing stability?
1:33 Do you want to focus on generating income,
1:36 or are you hoping to leave something to your heirs?
1:39 Whatever your goals are,
1:41 the strategy we recommend will reflect your unique financial circumstances.
1:50 Our founder, Ken Fisher,
1:51 built Fisher Investments to put the client first in everything we do. For us,
1:56 it’s about more than just numbers.
1:58 It’s about ensuring that when you go to bed at night,
2:01 you can feel confident knowing your money is in good hands.
2:05 At Fisher Investments, we’re proud to partner with you to create a personalized
2:08 long-term plan that keeps your interests front and center.
2:13 To learn more about how we can help you achieve your long-term financial
2:16 goals, please contact us at the number below or visit fisherinvestments.com.
In this video, Fisher Investments’ Executive Vice President K.C. Ellis reviews what it means to be a fiduciary—someone who is obligated to put their client’s 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. Most 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.
However, just because a money manager is a fiduciary doesn’t guarantee they are the right fit for you. While a fiduciary is meant to operate under the highest standards of loyalty and care in the asset management industry, a firm’s business structure, values and experience—among other factors—also play a key role. When reviewing money managers, we believe you should find an adviser who aligns with your goals and priorities.
At Fisher Investments, we have structured our business to put clients first and minimize conflicts of interest. For example, our only fee is based on the value of the assets we manage for you—helping align our interests with yours. To view the video, click the play button above or click here.
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. We also review simple tips for evaluating and choosing the right money manager. 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.