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At Fisher Investments, we believe in doing better. We`re always striving to improve, to look at things from new perspectives and to explore options, because we are trying to Better the Investment Universe. We work in an industry that needs different, and whose clients deserve better. Being better means being different and we have been from day one. When founder Ken Fisher established Fisher Investments as a sole proprietorship in 1979, he wasn`t trying to beat competing investment firms at their own business model. Ken simply started a new model, advising institutional clients in using domestically-focused, small-cap value equity investments. What began as a small, startup-style institutional investment company soon expanded into a largely-untapped market: money management for high-net-worth investors looking to meet their long-term financial goals. 40 years later, Fisher Investments and our affiliates operate out of 17 countries worldwide and manage over $115 billion in assets for more than 65,000 private clients and over 175 large institutions.
Clients of financial advisors put off creating an estate plan for a lot of reasons, but almost all of them find the idea overwhelming and intimidating. And even worse, many advisors feel that way too. We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it`s all done under your brand; we`ll never compete for your client`s attention. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full confidence before you present. Equip yourself with the highest quality estate planning experience available to advisors today, and keep yourself involved at the center of every financial conversation.
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