FERRI INVESTMENT SOLUTIONS offers as-needed, hourly, customized investment advice for mainly do-it-yourself (DIY) investors. My specialty is portfolio review and reconstruction when needed. I’ll help you simplify your portfolio, reduce expenses, and become more tax-efficient whether you’ve always been a DIY investor or recently became one after terminating an adviser relationship.
My area of expertise is in low-fee portfolio management. I help people reduce complexity and cost while increasing diversification and tax-efficiency. My preference is to use market-tracking index funds and exchange-traded funds (ETFs) because they accomplish these goals. However, I always consider what’s in a portfolio and the cost and tax impact of making changes.
This service is ideally suited for people who desire occasional professional help without the cost of portfolio management fees or commissions. This is a fiduciary service designed for individual investors, trustees of family wealth, employers who oversee retirement plans, and committees that are responsible for managing the investments of non-profit organizations. These services are available in all 50 states.
My fee is $450 per hour prorated, so you only pay for the time used. I also offer a special program for first-time clients called a Portfolio 2nd Opinion™. This all-inclusive $750 program covers two hours of my time and includes a pre-call document review, 60-90 minute phone consultation, and a written summary with my observations and recommendations. People find the Portfolio 2nd Opinion™ to be a good value because their questions are answered and documented for a one-time $750 fee.
After a consultation, you are free to implement the recommendations on your own timetable. If you prefer to have an investment professional implement and manage your portfolio, I will assist you in selecting a low-cost advisory firm that will provide management at your custodian of choice. It does not matter where your money is invested or how much you have invested, I serve along side you as a fiduciary by upholding a duty of loyalty, fairness and good faith in all decision making.
Contact me to schedule a complimentary 15-minute call to determine if my service is right for you.
Note: I am an investment specialist and my services are focused on finding a prudent portfolio for you needs. I do not prepare tax returns or create estate planning documents. See Form ADV Part 2 for detailed information.