FERRI INVESTMENT SOLUTIONS offers as-needed, hourly, customized investment advice for mainly do-it-yourself (DIY) investors. This fiduciary service is 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. My services are available in all 50 states.
I’ll help you simplify your portfolio, reduce expenses, and increase tax-efficiency whether you’ve always been a DIY investor or if you are transitioning from an advisory relationship. My services cover asset allocation, asset location, and individual security selection. I favor broad market index funds and exchange-traded funds (ETFs) because they accomplish client goals with minimum complexity and low fees. Investing for tax efficiency is also a significant focus of my advice.
I offer a unique program for first-time clients called a Portfolio 2nd Opinion™. This all-inclusive $750 program includes a pre-call document review, up to a 90-minute personal phone consultation, and a written summary with my observations and with specific changes and recommendations. The program covers all your investments regardless of where they are, and you are free to implement the recommendations on your timetable.
People find the Portfolio 2nd Opinion™ to be a good value because their questions are answered for a one-time $750 fee. My hourly fee after that is $450 per hour, and you only pay for the time used. Hourly advice is ideally suited for people who desire occasional professional help without the cost of portfolio management fees or commissions.
If you prefer to have an investment professional manage your portfolio, I can assist in selecting a low-cost advisory firm to make the changes we discussed and provide ongoing management and support. It does not matter where your money is invested or how you decide to invest, I’ll serve 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.