In this video, Michael Hanson, Senior Vice President of Research; Bill Glaser, Executive Vice President of Portfolio Management; and Wendy Nicholsen, Fisher Investments Client Services Program Manager describe how our flexible portfolio approach can help investors meet their retirement goals.
The first step in our investment approach is to design a portfolio tailored to our client’s retirement goals. To do so, we ask questions about their needs and what they’re hoping to achieve with their money. Common questions include: What are your investment objectives? What is your investment time horizon—in other words, how long do you need your money to last in retirement? After we have defined specific goals, we build the portfolio according to meet them.
Fisher Investments then uses a top-down approach to picking what specific investments are most likely to help clients’ meet their investing goals. We start by choosing asset allocation—the mix of stocks, bonds and other investments—that is appropriate for the client’s goals. Then we analyze current and forecasted market conditions, allowing us to navigate bull and bear markets in portfolios. Finally, we narrow down the global stock market by characteristics like sector, style, and country to identify potential individual securities we think will perform well moving forward.
Interested in learning more about how Fisher Investments’ flexible investing approach stands out from others in the financial services industry? Visit our webpage at [ Ссылка ].

If you missed why Fisher Investments follows the fiduciary standard, watch it here.

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