Describe the project or task the provider helped with:
Setting up a robust investment strategy so I can pave the way for my retirmenet. Review collected by and hosted on G2.com.
What do you like best?
First of all I am a huge fan of Ken Fisher as I have read a couple of his books regarding passive investing and financial markets in general. I love that they are privately owned and not part of a huge conglomerate. Their funds are majority of a passive strategy which I love as well as the management fees are quite low compared to other funds which speaks for itself over a life time of investing. My funds have performed quite well in down turns as well as upturns. They truly care about their clients and always putting their interests before the firms. Review collected by and hosted on G2.com.
What do you dislike?
Since it's privately owned, they do not offer banking so you will need to go somewhere else for that. I opened a roth IRA in addition to my account at Fisher in where I can transfer funds in and out of as well as a brokerage account for cash management. Review collected by and hosted on G2.com.
What problems are you solving with the provider? What benefits have you realized?
Having enough funds to retire. I relized that Fisher truly cares about their clients and do the necessary due diligence for each one of their client's portfolios. Review collected by and hosted on G2.com.