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  • Report:  #1067839

Complaint Review: Fisher Investments - Woodside California

Reported By:
dave - Vermont,
Submitted:
Updated:

Fisher Investments
13100 Skyline Boulevard, Woodside CA Woodside, 98706 California, USA
Phone:
8005875510
Web:
http://www.fisherinvestments.com/
Categories:
Tell us has your experience with this business or person been good? What's this?

 The law requires a RIA (registered investment advisor) to abide by fiduciary duty to honor clients goals, and be conservative with funds of senior retired clients. The sale rep - a Vice President - lied about what Fisher would do with my money.

And, I lost a lot of money in a year. Thye would not do what they said they would do - go inot cash when the market turned inot a bear market losing over 10% of my funds. In March 2009, they had lost 64% of clients funds.

 



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