Advice2019-04-16T21:36:28+00:00

ADVICE AND CONSULTING

Core-4 Investing provides advice for investors and consulting for advisers and other professionals through Rick Ferri, LLC.

Rick Ferri has been setting investment policy and managing portfolios for individual clients and institutions most of his career. He was one of the first advisers to embrace a low-fee philosophy and offered significantly reduced asset management fees to his clients. Today, Rick offers as-needed hourly advice to investors of all types. His services include portfolio review, investment recommendations, and referrals to asset managers and financial planners when requested.  Contact Rick Ferri for more information.

Rick Ferri also assists advisers and other financial professionals in solving problems and pursuing new opportunities. Whether the issue is investment management, brand awareness, succession planning, mergers and acquisitions, increased regulation, fee compression, technology disruption or the rise of robo-advisers – Rick’s 30 years experience can help you succeed in today’s marketplace.  Contact Rick Ferri to learn more about his industry consulting services.

CORE-4 CUSTOM PORTFOLIOS

Core-4 Custom Portfolios are uniquely designed to fit a specific need. They can be created for individual investors, non-profit organizations and pension funds including self-directed retirement plans.

The financial markets are complex, and creating a custom portfolio can be challenging amidst thousands of mutual funds and ETFs. Often a portfolio will have a tax consequence that hinders change. Core-4 can help. Rick Ferri has created custom portfolios for hundreds of private investors and institutions. The portfolios are tailored to the needs of each person or organization.

Rick will analyze your current investments and determine how to best move forward to achieve portfolio simplification with as few funds as feasible without increasing risk or reducing diversification.

Investment companies and other institutions are welcome to contact Rick Ferri to discuss licensing Core-4 Portfolios.

Core-4® is a registered trademark of Rick Ferri, LLC.