Services

/Services
Services 2018-06-15T09:04:41+00:00
Speaking Engagements

Rick is a nationally recognized speaker who presents regularly at industry and investor conferences. During these speaking engagements, he discusses his investment philosophy and shares his portfolio strategies for capturing stock and bond market returns at a very low cost. Contact Rick today to discuss content, availability and cost.

Industry Consulting

Rick helps advisers and other financial professionals solve problems and pursue 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.

An complimentary 30 minute phone consultation is available with no obligation. Rick charges hourly thereafter. He also offers a daily rate for on-site consulting. Contact Rick to discuss your needs.

Investor Services (available April 2019)*

Rick 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.

Rick will begin offering hourly as-needed advice to investors in April 2019 after a non-compete with his previous firm ends. He will also begin managing client portfolios directly in affiliation with select low-cost investment companies. Interested parties should Contact Rick to receive an SEC compliant brochure when available.

Core-4® Portfolios (coming soon)

Invest Simply with a Core-4® Portfolio!

How many mutual funds are needed to have a globally diversified portfolio? Some experts say a dozen or more is required. That may have been true a few years ago, but no longer. New products have become available that reduce the number of funds required to be diversified while lowering the overall portfolio cost.

Rick believes no more than four funds are needed to have a well-diversified stock and bond portfolio. He created a series of propriety models using his Core-4® strategy that will soon be available for free on Core-4.com (pending). Custom portfolio design will be available in addition to portfolio management services.

Parties interested in partnering with Core-4® or advertising on Core-4.com should Contact Rick Ferri, LLC.

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