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Fisher Investments Launches Investment Education Workshops for Clients

Submitted by Staff on Tues, 04-08-2008 08:00.

Fisher Investments, an independent money management firm headquartered in Woodside, California, recently announced the official launch of its Investment Education Workshops for clients. These client educational seminars are conducted by senior Fisher Investments professionals and will be held in large cities throughout the country. Investment Education Workshops are offered exclusively to Fisher Investments clients, but are also open to their spouses, adult children or other family members interested in reviewing or learning more about essential financial concepts. (For more information about Fisher Investments, please visit www.fi.com.)

In addition to Investment Education Workshops, the firm also offers Fisher Forecast Seminars. The workshops and seminars are open to Fisher Investments clients, their spouses and their immediate family members to provide current forecasting insights. The seminars have been similarly well-attended and feedback has been positive.

“The feedback we've received in response to these programs has been overwhelmingly positive,” said Ken Fisher, founder and CEO of Fisher Investments. “Our clients are generally savvy investors who appreciate the opportunity to learn more about capital markets and portfolio management. However, these workshops are valuable for investors of any experience level looking to learn more about financial markets in a relaxed setting. Our clients expect us to be informative, but are often surprised to find how entertaining these sessions can actually be, given the passion and experience of our staff.”


Comments:

Fisher Investments Launches Investment Education Workshops for Clients

Submitted by Staff on Tues, 04-08-2008 08:15.

I’m glad to see we as a financial management firm are taking the initiative to educate our clients, rather than keeping them removed from the investment process. All too often, brokers and financial advisors give clients the runaround or stock answers when the clients have questions about the portfolio strategy or about market events. But we are taking the extra step to proactively give answers to clients.

Fisher Investments Launches Investment Education Workshops for Clients

Submitted by Staff on Tues, 04-08-2008 08:10.

It’s really interesting Fisher Investments is offering these educational programs. There is nothing prompting us to do this; after all clients aren’t expecting to be provided with educational programs. It’s almost expected of everyone to invest their money for retirement nowadays, and that can be intimidating without basic financial knowledge. It can even be intimidating if you rely on a money manager, since they sometimes use unfamiliar terms or concepts. This is a great way to overcome the intimidation.


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