ADVICE AND CONSULTING

I provide hourly advice for investors and advisers through my website at Rick Ferri, LLC.

I’ve been setting investment policy and managing portfolios for individual clients and institutions most of my professional career. I was one of the first advisers to embrace a low-fee philosophy and offered significantly reduced asset management fees to his clients.

Although I no longer manage money directly, I do offer as-needed hourly advice to investors of all types. This includes portfolio reviews, account restructuring, fund recommendations, and referrals to asset managers and financial planners when requested.  Contact me here for more information.

I 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 – my 30+ years experience can help you succeed in today’s marketplace.  Contact me to learn more about his industry consulting services.

CORE-4® PARTNERS

Core-4® is a registered trademark of Rick Ferri, LLC. Investment advisers and other professionals are welcome to contact me to discuss licensing the Core-4 concept.