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  • Report:  #1467789

Complaint Review: fisher investments - camas washington

Reported By:
mitchell - nyc, ny, United States
Submitted:
Updated:

fisher investments
5525 NW Fisher creek Dr camas, 98607 9911 washington, United States
Web:
N/A
Tell us has your experience with this business or person been good? What's this?

In 1 year Fisher investments lost 15% of my retirement fund . When U S equities were going up , they put me in european investments which went down. Then when the U S market was at a high , & europe was at a low they pulled me out of european investments & into tech which then corrected down.

They urged me to liquidate my annuity & pay a hefty tax penalty. I refused & made money on my annuity. Each time I tried to pull my account they called me with legnthly phone calls explaining why their strategy would work in the future to keep my accounts with them.

There was more explanations of why to keep accounts with Fisher than research into the markets. Finally, when I pulled my account I had small investments in over 60 different companies.

How can anyone amateur of professional keep track of over 60 different companies in 1 account. This to me showed irrational behavior & panic so I pulled everything.



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