Disclaimer: Many or all of the companies listed here may provide compensation to us. This is how we maintain our free service for consumers. Compensation, along with hours of in-depth editorial research, determines where & how companies appear below.
Whether planning for retirement or making long-term investments, it's essential to weigh the potential rewards against the inherent dangers of the investment market. Investment groups offering portfolio management and other financial planning services are one option for investors. The last thing anyone wants to do is risk losing their cash.
To ensure a productive and successful portfolio, it is crucial to choose a management firm that is well-versed in the market, can analyze investment prospects and can make informed judgments.
The Fisher Capital Group is only one of several such investment firms. You can trust this organization to provide objective guidance while you grow, safeguard and oversee your financial assets.
To assist readers in determining if this investment management firm is ideal for them, this review will give an overview of the organization and its services.
About Fisher Capital Group
Established in 2007, Fisher Capital Group is a financial services firm with Christian and conservative values. It is a privately held firm that serves the needs of wealthy people, family offices and charitable organizations.
Fisher is a member of the Securiies and Exchange Commission of the United States (SEC). It provides various services to investors (individuals, families, trusts or organizations), including portfolio management and wealth protection solutions.
The success and well-being of the firm's customers are paramount and the organization places a premium on delivering value to them. As such, it takes great satisfaction to be honest, trustworthy, devoted, unselfish and open.
Fisher Capital helps the rich to diversify their holdings into precious metals. The firm does more than help its customers; it also coaches and mentors them, helping them learn to manage their money and understand their financial choices.
Fisher Capital offers a comprehensive investment service, guiding customers through every step from the first consultation to implementation and helping first-time buyers and those planning for a safe retirement.
They've earned their reputation as one of America's most reliable precious metals dealers by staying true to the company's traditionalist roots.
Fisher Capital is a member of the American Numismatic Association, the Professional Coin Grading Service (PCGS), the National Coin and Bullion Association (NCBA) and the Numismatic Guaranty Company (NGC).
These organizations are committed to fostering an environment conducive to learning about and appreciating numismatics. In addition, it offers access to a network of elite, institutional-quality asset managers through strategic alliances with major investment management companies.
Fisher Capital Group Products and Services
Fisher Capital Group provides its clients with complete portfolio management services. By considering each client's unique risk preferences, the firm develops solutions that help them achieve their unique financial goals.
Fisher Capital assists individuals and families in diversifying their portfolios away from stocks and bonds and towards alternative asset classes including gold, silver and other precious metals. The firm also helps clients with retirement planning, portfolio rebalancing, tax loss harvesting and asset allocation.
To help their clients make educated investment decisions, they employ a staff of seasoned experts in market research and risk assessment. Moreover, Fisher Capital provides its customers with financial literacy materials to assist them in better comprehending their situation.
Investment-grade silver coins, gold coins, platinum and palladium are some precious metals available at Fisher Capital.
Double Eagles, American Eagles and Buffalo nickels, to name a few, are among the most sought-after coins in the world and you can find them in their inventory. Rare coin collections and international bullion items are also available.
The firm provides low prices and excellent customer service and its clients may buy coins individually or in bulk to diversify their holdings.
Fisher Capital offers a variety of different gold and silver coins.
❑ Gold Canadian Arctic Fox
The Gold Canadian Arctic Fox is a gold coin the Royal Canadian Mint issued. It is part of the Mint's popular Canadian Wildlife Series, which features images of some of Canada's most iconic wildlife species. The Arctic Fox is a small, nimble animal adapted to harsh Arctic environments.
The Gold Canadian Arctic Fox coin is made from 99.99% pure gold and has a face value of 200 Canadian dollars. It is available in various sizes, from 1/10 oz to 1 oz, making it accessible to many investors. The coin is also highly collectible, with a limited mintage each year, which adds to its appeal for investors and collectors alike.
❑ Gold Battle of the Coral Sea
This coin is a commemorative piece that celebrates the historic naval battle between the United States and Japan during World War II. The Battle of the Coral Sea was one of the first major battles in which the opposing fleets did not engage directly but relied on aircraft carriers and their planes to attack each other.
The Gold Battle of the Coral Sea coin is made of 1/10th ounce of pure gold and features an image of an American aircraft carrier on one side and a Japanese aircraft carrier on the other. The design is meant to represent the opposing sides in the battle fought in the waters between Australia and New Guinea.
❑ Silver St. Helena Sovereign
This coin is a highly sought-after collector's item with several unique features that make it stand out from other coins in the market. It is made from 1 troy ounce of .999 fine silver, which makes it both valuable and durable. This also means it is a great investment option for collectors looking to add silver to their portfolios.
Moreover, the coin features a stunning design inspired by the history of the island of St. Helena, known for being the final resting place of Napoleon Bonaparte. The coin's obverse features an image of Queen Elizabeth II, while the reverse depicts the island's famous landmark, the Ladder Hill Fort.
In addition to its exquisite design, the Silver St. Helena Sovereign is also legal tender, which means it can be used as a form of currency in the British Overseas Territory of St. Helena. This further adds to its value and appeal to collectors.
❑ Silver Australia Crocodile
The Silver Australia Crocodile coin is a silver bullion coin produced by the Perth Mint in Australia. The coin features a crocodile on the reverse side, a popular symbol of Australia's wildlife. The obverse side of the coin features a portrait of Queen Elizabeth II.
One of the main features of the Silver Australia Crocodile coin is its high level of purity. The coin is made of 99.99% pure silver, higher than the purity of many other silver bullion coins on the market. This makes the Silver Australia Crocodile coin popular among investors looking for pure silver bullion coins.
❑ Silver Australian Kangaroo
The Silver Australian Kangaroo is a coin Fisher Capital Group offers, made of 99.99% pure silver. It is minted by the Perth Mint in Australia and is considered legal tender under the Australian Currency Act of 1965. The coin was first introduced in 1993 and its design features a kangaroo on the reverse side, with the effigy of Queen Elizabeth II on the obverse side.
The Silver Australian Kangaroo is a popular investment option for collectors and investors due to its high purity and limited mintage. The coin is also considered a numismatic item due to its unique design and limited release, which increases its collectible value over time.
The Silver Australian Kangaroo coin is available in various sizes, including 1 oz, 1/2 oz, 1/4 oz and 1/10 oz. Its weight and purity are guaranteed by the Perth Mint and the Australian government, making it a reliable option for investment.
❑ Gold Austrian Philharmonic
This coin is popular among investors due to its high gold content and unique design. The Gold Austrian Philharmonic is one of the most recognizable coins in the world, featuring the famous Vienna Philharmonic Orchestra on the obverse side of the coin.
The coin's reverse side features Austria's national symbol, the double-headed eagle. The coin is minted with 99.99% pure gold, making it a valuable and secure investment.
Investors appreciate the liquidity of the Gold Austrian Philharmonic, as it is recognized worldwide and can be easily bought and sold through various channels. The coin is also IRA-eligible, making it a popular retirement account choice.
Creating an IRA Account with Fisher Capital Group
Creating an IRA account with Fisher Capital Group is straightforward and involves three crucial steps.
Opening an Account
The first step is to open an account with Fisher Capital Group. This process is easy and can be completed online or in person. To open an IRA account, you need to provide your personal information, including your name, address and social security number.
You will also need to choose the type of IRA account you want to open. Fisher Capital Group offers several options, including traditional IRAs, Roth IRAs, SEP IRAs and SIMPLE IRAs. Each type of account has unique features and benefits; you can choose the one that best suits your needs.
Funding the Account
You can fund your account by transferring money from your bank account, rolling over funds from an existing IRA account or making a contribution. You can contribute to your IRA account up to the maximum contribution limit set by the IRS.
The contribution limit for 2023 is $6,500 for individuals below the age of 50 and $7,500 for those above the age of 50. You can also make catch-up contributions if you are over 50.
Buying Precious Metals
Precious metals such as gold and silver, are a popular investment option for IRA accounts. Fisher Capital Group lets you invest in precious metals by purchasing physical bullion or coins. Investing in precious metals can help diversify your portfolio and protect your assets against inflation and market volatility.
Fisher Capital Group offers many precious metals, including gold, silver, platinum and palladium.
The minimum balance of $10,000 means that clients of Fisher Capital Group must have at least $10,000 in their IRA account to begin investing. This is a common practice in the financial industry to ensure clients are serious about investing and have the necessary funds.
The storage fee of $100 is an additional cost that clients must pay to store their assets with Fisher Capital Group. This is a standard storage fee, as physical assets require secure storage to prevent theft or damage.
The annual fee of $95 is a fee that is charged each year for maintaining the account with Fisher Capital Group. This fee covers the administrative costs of managing the account and supporting clients.
It's important to note that the prices of coins and bullion are subject to variation. This means that the cost of these assets can fluctuate based on factors such as market demand, supply and other economic conditions.
One of the critical features of Fisher Capital Group's customer service is the personalized service they provide. The customer service team takes the time to understand each client's unique needs and goals and tailor their advice and recommendations accordingly. This approach ensures that clients receive the best possible service, which in turn helps them achieve their financial objectives.
Another critical aspect of Fisher Capital Group's customer service is its commitment to transparency. They strive to keep clients informed about their investments and the performance of their portfolios.
They provide regular updates and reports and are always available to answer clients' questions. This transparency helps to build trust and confidence in the company, which is essential for long-term client relationships.
Fisher Capital Group also places a strong emphasis on communication. They understand that effective communication is vital to providing excellent customer service. They use a variety of channels to stay in touch with clients, including email, phone and in-person meetings.
They also have an online portal that clients can use to track their investments and communicate with their account managers.
Pros & Cons of Fisher Capital Group
Why Add Gold to Your IRA?
Here are some of the key benefits of adding gold to your IRA:
Safe Haven Asset
Gold is considered a safe-haven asset because it has historically maintained its value during economic and political uncertainty. It can hedge against inflation and currency fluctuations, making it an ideal addition to your retirement portfolio.
Adding gold to your IRA can help diversify your portfolio, reducing your overall risk exposure. Investing in different asset classes can spread your risk and earn higher returns.
Preservation of Wealth
Gold is a tangible asset that can provide a store of value over time. Unlike stocks or bonds, gold is not subject to the same market fluctuations and can provide a stable source of wealth preservation.
When inflation rises, the purchasing power of your money decreases. Gold has historically been an effective hedge against inflation, as its value tends to increase during periods of high inflation.
Low Correlation to Other Assets
Gold has a low correlation to other assets such as stocks and bonds. Adding gold to your portfolio can reduce volatility and provide a more stable long-term investment.
For example, during the 2008 financial crisis, gold prices rose while other asset classes such as stocks and bonds, experienced significant losses. This demonstrates the value of diversifying your portfolio with gold to mitigate risk and protect against market downturns.
Fisher Capital Group is reliable for dealing in precious metals and IRAs. They offer good customer service, an essential aspect for clients to consider when choosing a company to work with. However, it must be noted that other companies in the market offer superior services in this field.
For instance, our highly recommended companies provide more comprehensive investment guidance, offer lower fees and have a broader range of investment options. These companies may also have a better track record of delivering consistent results and have higher ratings from independent third-party rating agencies.
Clients need to research and evaluate various companies before deciding which one to work with. This ensures that they receive the best possible services and investment returns.