What is the average return on Fisher Investments: A
Comprehensive Analysis
Blog Introduction:
Investing is a great way to achieve long-term wealth and
financial growth, and selecting the right investment management firm is
critically important to achieve your desired financial goals. Fisher
Investments, one of the most well-known investment management companies
globally, has been servicing investors for over forty years. With its
prescriptive investment strategy, it has been able to provide enormous returns
on investment to its clients. If you are considering Fisher Investments as your
investment management firm, you might be wondering what the average return on
Fisher Investments is? In this blog post, we will take a comprehensive look
into the Fisher Investments average returns.
Blog Body:
Fisher Investments employs a time-tested investment strategy
that aims to maximize returns for its clients with a long-term investment
outlook and minimal turnover. The Fisher portfolio is a mix of globally
diversified equities with a high emphasis on technology and healthcare sectors.
Over the past twenty years, Fisher Investments has been able to provide an
average return of 8.4%, which is higher than the average return of the S&P
500. The average returns differ for different client portfolios, but the
overall performance is competitive with other market benchmarks.
Fisher Investments has a range of portfolios to choose from,
including conservative, moderate, and growth-oriented portfolios. The average
returns vary substantially for each portfolio, mainly because the investment
strategy vastly differs for each type of portfolio. For example, the
conservative portfolio aims to provide long-term wealth growth while taking
minimal risks, while the growth portfolio is more suited for high-risk
investors looking to achieve maximum returns. The average return on Fisher Investments
for the conservative portfolio is around 4.5%, while for the growth portfolio,
it can be as high as 15%.
The investment strategy for Fisher Investments is unique in
that the company focuses on taking advantage of market inefficiencies. They
look for market under-reactions to news events and capitalize on them,
resulting in higher returns than other investment management companies.
Furthermore, Fisher Investments is not oriented toward mutual funds or
exchange-traded funds but rather invests directly in individual stocks, which
allows them to have more control over the portfolio and achieve maximum
returns.
One critical element in the performance of Fisher
Investments is the fees it charges. As with any investment management company,
there are charges associated with Fisher Investments that clients must pay. The
firm charges an annual percentage fee based on the investment amount, ranging
from 1.5% to 2.5% of the invested amount. This fee, along with other charges,
can eat into your profit margin. However, the company firmly believes that the
returns they provide outweigh the fees associated with their investment.
Conclusion:
In conclusion, Fisher Investments' average return is quite
impressive, and it is higher than many other market benchmarks. The returns
vary according to the portfolio one invests in, but the overall performance is
competitive with other investment management companies. With a unique
investment strategy, sound diversification, and a long-term outlook, Fisher
Investments has helped many investors achieve their financial goals. Before
investing in Fisher Investments, it is always better to check their fees and
consult with your financial advisor to ensure that this is the right investment
management company for you.