No. of Recommendations: 1
I was with Fisher for 5 years. Inclusive of management fees they matched the MSCI World Index over that time.

Their investing philosophy is to be 100% in equities unless you believe the market will drop more than 20%.

He predicted the 2000 crash and moved his investors out of the market in November of 1999. He then re-entered the market prematurely in 2002.

He completely missed the 2008 fiasco, predicting the market would be up more than 25% that year, with an outside possibility of 40% if sentiment were to improve.

Investments are pretty much limited to large cap stocks. The minimum investment used to be $750K. They probably lowered it to $500K because their clients lost so much money in 2008.
Print the post  


The Retire Early Home Page
Discussion on accelerating retirement day.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.