Our Philosophy
We recognize that our clients have unique goals and objectives, time horizons, risk tolerances, and income needs. Here at Fisher Financial we take the time to explore with you what those goals and objectives are, identify concerns that you may have, listen to your past successes and challenges you have faced with money, investments, and retirement accounts. Having carefully taken the time to better understand what you are hoping to accomplish we develop an investment strategy tailored to your needs and goals, by carefully balancing growth objectives with reasonable risk.
We recognize that there are thousands of mutual funds and ETFs to choose from, as well as hundreds of stocks and bonds to add to the dizzying assortment of investment choices. Additionally, with 24/7 business and investment news bombarding us constantly it is easy to feel overwhelmed by all the free advice offered to everyone. Should I buy gold? Should I invest in emerging markets, should I bail out of the market and move to cash!
Our investment philosophy includes the use of both strategic and tactical approaches. Our in-depth research takes advantage of the bright men and women at Ned Davis, Reuters, Argus, Credit Suisse, Morningstar, Schwab, Dorsey Wright, Kwanti, and Trendrating, to name a few. We believe that a broadly diversified portfolio of active and passive management can combine the benefits of low cost ETF's in those markets that are efficient, and utilize active management in those markets that are inefficient and provide attractive investment opportunities. Our goal is to match your income needs, growth assumptions, and risk capacity with a portfolio that can both help you not only achieve your retirement goals, but also allow you to sleep well.
Our responsibility is to our clients, and we take our fiduciary responsibility seriously,where every decision we make is in their best interest. Our investment philosophy reflects this dedication to our clients and their individual and unique objectives.
