Fisher Investments is registered with the U.S. Securities and Exchange Commission (the “SEC”) as an investment adviser and is required to comply with SEC Regulation S-P (“Reg. S-P”), as well as the U.S. Gramm-Leach-Bliley Act of 1999 (the “GLB Act”). Reg. S-P and the GLB Act require Fisher Investments to have policies and procedures in place to protect the security and confidentiality of the non-public personal information of consumers and customers, and to provide a privacy notice to such persons describing our privacy policies and procedures. Please click here for a copy of our privacy notice: https://www.fisherinvestments.com/-/media/Files/Privacy_Notice.pdf.
“Consumer” – an individual or an individual's legal representative that obtains or has obtained a financial product or service to be used primarily for personal, household or family purposes. A person becomes a consumer even if a questionnaire or application is withdrawn or denied or an advisory agreement does not become effective.
“Customer” – a consumer that has an ongoing relationship with Fisher Investments, whereby Fisher Investments is providing one or more financial products or services to the consumer (e.g., an advisory client of Fisher Investments).
“Nonpublic personal information” –
Fisher Investments collects the following information:
Fisher Investments may use the information for the following reasons:
Fisher Investments may disclose information externally as permitted or required by law (such as to affiliates, service providers, and regulatory agencies), or where individuals have provided permission. Fisher Investments will not sell or lease personal information to third parties so they can market to individuals.
ATTN: Data Privacy Office
5525 NW Fisher Creek Drive
Camas, Washington 98607
1 800 550 1071
Please ensure that full name and address are provided in exactly the form in which it was originally provided to Fisher Investments to avoid any possible confusion with a different individual.
To unsubscribe from Fisher Investments’ email communications, send an email to firstname.lastname@example.org. Please put “UNSUBSCRIBE” in the subject field and include the email address where you received the content, along with any additional email addresses you would like suppressed. We will do our best to prevent you from receiving our email content in the future.
A cookie is a small text file downloaded to an individual’s computer (or other device) when accessing webpages that use them. Cookies and other online tracking technologies (collectively referred to in this policy as “cookies”) allow a website to store and retrieve information about visitors’ online activity. Cookies are, for example, how a website remembers what display language you chose or what items you put into your online shopping cart.
Cookies can be categorized by who places them:
Cookies can also be categorized by their duration:
Lastly, cookies can be categorized by the function they serve. Fisher Investments uses the following types of first- and third-party cookies:
These cookies allow the website to remember choices you make (such as your geographic region or preferred text size). Functionality cookies do not collect any personal information. Enabling functionality cookies may be necessary to access the full content of website material.
Personalization cookies allow a website to remember information that changes the page’s appearance or behavior, such as, for example, the language selected for viewing the page.
Analytics cookies analyze how individuals browse a website and enable Fisher Investments to measure the number of visitors to its websites, as well as to measure and analyze how individuals interact with the site. We use this information to improve the websites and the products or services offered.
Fisher Investments serves advertisements on various websites using third party companies. If an individual visits a website or clicks on one of Fisher Investments’ advertisements, behavioral cookies will be placed on the individual’s computer. Behavioral cookies allow Fisher Investments to manage and optimize its digital marketing (e.g., banner ads, pages offering informational brochures, email campaigns, etc.). Behavioral cookies may be used to build a profile to provide content more relevant to an individual’s interests. They adapt advertising and the content the individual sees on other websites based on browsing habits, including how the individual navigates websites, as well as how the individual interacts with internet advertising.
Our website does not respond to “do not track” signals from users’ web browsers.
To learn more about behavioral advertising cookies and to opt in or out of multiple advertising networks at once, you can visit the website YourAdChoices. Some advertising networks do not participate in the YourAdChoices service. To opt out of some of these networks, please visit the consumer opt-out page of the Network Advertising Initiative.
As explained above, cookies help you to get the most out of the websites that make use of this technology. Disabling cookies may affect the functionality of many of the websites you visit. If you do disable cookies, performance and functionality will be affected. If you wish to delete, disable, or re-enable cookies, you may do so through your browser as follows:
Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $110 billion under management.* Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 150 large institutions and over 68,000 high net worth individuals. Founder and Executive Chairman Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 4/30/2020)