Does Fisher Investments Sell Annuities

When planning for financial security during retirement, individuals often consider annuities as an investment option. Annuities are insurance contracts that provide a steady stream of income for a specific period or the policyholder’s lifetime. However, Fisher Investments, a prominent investment management firm founded by Ken Fisher, is not known for selling annuities as part of its investment offerings.

Fisher Investments primarily focuses on actively managed portfolios, which involve a hands-on approach to investing where portfolio managers make investment decisions based on intensive research and analysis. The firm’s investment strategies typically emphasize long-term growth potential and capital appreciation, aiming to generate above-average returns for its clients over time.

While Fisher Investments’ investment strategies align well with the goals of long-term wealth accumulation and retirement planning, the firm does not directly sell annuities. This is because annuities are insurance products and are generally offered through insurance companies or agents licensed to sell insurance policies.

If you are interested in exploring annuities as part of your retirement planning, it’s important to consult with a qualified financial advisor or insurance professional. They can assess your unique financial situation, risk tolerance, and retirement goals to determine if an annuity is a suitable investment choice for you.

It’s worth noting that annuities come with their own set of advantages and considerations. For example, annuities can provide guaranteed income payments, tax-deferred growth potential, and a death benefit for your beneficiaries. However, they may also involve surrender charges, higher fees, and restrictions on access to your funds before a certain period.

To make an informed decision, it’s essential to carefully weigh the benefits and drawbacks of annuities and compare them with other investment options available to you. Consulting with a financial professional can help you navigate these complexities and make informed choices that align with your long-term financial objectives.

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