Who is Bill Shepherd?
Bill Shepherd is a senior vice president and regional vice president at Fisher Investments, a large independent investment adviser that serves clients globally. He has been with the firm since 2006 and has over 30 years of experience in the financial industry. He is based in Denver, Colorado and works with private clients in Colorado, Oklahoma and the Midwest.
What is his background and expertise?
Bill Shepherd was born in Boston and earned his degree in finance in Philadelphia. He then moved to Frankfurt, Germany, where he helped establish an international wealth management firm. He helped expand the business throughout Europe and Asia, and relocated to London and then Singapore to continue building the business there. He returned to the United States in 2006 and joined Fisher Investments as a vice president.
Bill Shepherd has extensive knowledge of global markets, portfolio management, retirement planning and wealth preservation. He is passionate about helping his clients achieve their financial goals and objectives, and providing them with proactive customer service and ongoing education.
How does he work with his clients?
Bill Shepherd is the first point of contact for his prospective clients at Fisher Investments. He holds an in-person meeting to discuss their needs and desires for retirement, and to explain Fisher Investments’ approach to investing. He reviews and evaluates their current financial situation, and shows them how Fisher Investments can build a tailored portfolio strategy for them.
If the clients decide to work with Fisher Investments, Bill Shepherd guides them through the process of becoming a client. He also introduces them to their investment counselor, who will be their dedicated contact on their journey as a Fisher Investments client. He offers them access to various resources that Fisher Investments makes available to its clients, such as live seminars, quarterly reports, newsletters, podcasts and webinars.
Bill Shepherd stays in touch with his clients regularly to ensure they are satisfied with their service and portfolio performance. He also updates them on any changes in the market or economic environment that may affect their portfolio strategy or goals.
Why choose Fisher Investments?
Fisher Investments is one of the largest independent investment advisers in the world, with over $159 billion in assets under management as of March 31, 2021. The firm serves over 85,000 clients globally, including individuals, institutions, foundations and endowments.
Fisher Investments offers its clients several advantages, such as:
- A personalized portfolio strategy that is aligned with their long-term goals, risk tolerance and time horizon.
- A transparent fee structure that is based on a percentage of assets under management, not commissions or hidden charges.
- A dedicated investment counselor who provides regular communication and support.
- Access to the firm’s proprietary research, analysis and insights on the global markets and economy.
- A fiduciary responsibility to act in the best interest of its clients at all times.
Bill Shepherd is a seasoned financial professional who has been with Fisher Investments since 2006. He works with private clients in Colorado, Oklahoma and the Midwest, helping them achieve their retirement goals and objectives. He has extensive experience and expertise in global markets, portfolio management, retirement planning and wealth preservation. He provides his clients with proactive customer service, ongoing education and access to various resources that Fisher Investments offers. He is passionate about helping his clients succeed financially and enjoy their retirement years.