Anyone know about Ken Fisher and Fisher Investments??

Question

I have met with a representative from Fisher Investments about managing my investments? What do you think? good or bad idea?

Answer 1

I use them. They're okay so far.

Answer 2

I'm a long time client, and very happy with Fisher. Fisher manages most of our money, and we do use some of it to live off of since we're retired. I like their customer service, and I think it's pretty unique. I have a person there who knows our situation very well, and he checks in very regularly. They also look at your whole picture, and know how everything they do impacts your total net worth. I feel like I get superb guidance, and can go to them with any question I have.


They are very focused on risk management, which is good, since as I say, this is our retirement fund, by and large. I'm not aggressive by any means, and my wife less so. But I feel very comfortable that they are doing what is appropriate for our situation.

There have definitely been times when I'll hear something or read something, and wonder what Fisher is up to, because they're doing something totally different from what you'd expect. But, give it time, and in retrospect Fisher turns out to be right.

I've worked with a few brokers, and managed my money myself a few times (never doing that again!). My feeling has always been that Fisher is way more interested in doing what is right, as opposed to selling me something that appeals to me that day.

Ken Fisher just wrote a book, if you want to learn more about how he manages money. It's called "The Only Three Questions That Count." I've read most of it already, and it is pretty faithful to his views and how he manages our money.. He also writes a great monthly Forbes column you can read, and here is an interview he just did - http://www.n2growth.com/blog/?p=203.

Anyway - good luck with your search. I hope you find someone you can trust.

Answer 3

I cannot speak for Fisher Investments. I can only tell you what I've seen from Ken Fisher. Fisher consistently shows contempt for traditional risk management methods in saving and investing. His philosophy appears to be that If you can't buy it on the exchange floor, it shouldn't be part of your plan. Of course, this is just my impression; he may not be quite that dogmatic.

I would suspect that Fisher is a good option if you're strictly a performance kinda guy. They're probably great investment advisors for those who can afford the risks of an aggressive investment philosophy. In other words, limit your investing to money you can afford to lose.

Of course, my philosophy is the same for most anyone whose primary function is strictly the selling of securities rather than offering comprehensive financial strategies.