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Old 11-28-2022, 06:01 PM
  #5  
Gen6
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Joined APC: Dec 2019
Posts: 193
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Interviewed Fisher about 2 years ago. I liked their spiel and philosophy. They are very transparent. Also a lot of marketing. I ended up not going with them because they couldn't give me a solid answer on the following question. They benchmark the MCSI World index. I asked if that's your benchmark why don't I just invest in a MCSI World ETF? They responded it was just a benchmark and in their defense they will put your portfolio in multiple different stocks instead of funds and their are some significant differences from the World index. 2 years ago they were much heavier into China then the index. That was pre covid. My guess is unless they rotated early that hurt their performance the last 2 years. I also asked why wouldn't I just go with the S&P 500 and they responded truthfully that the World over the years has outperformed the 500 except that it has lagged the 500 badly for several years prior to covid. Haven't rechecked lately. Hope that info helps.
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