Investing is simple, but not easy. I’ve made it a little easier with FREE models on the Core-4® Portfolio website. These models offer a few examples of simple portfolios to work toward. There are many others.
The six Core-4® Portfolio models hold four funds each, and each portfolio has four risk allocation strategies. You can use a questionnaire to estimate your risk level, select the portfolio model that suits your needs, select funds and ETFs from different providers, and implement on your own Core-4® Portfolio. There is no cost for use by individual investors.
Moving from a complex portfolio to a simple one isn’t easy, and you may need some help. That’s where Ferri Investment Solutions comes in. My goal is to help you create a simpler and less costly portfolio that you can implement and maintain. I can assist with many aspects of investing including portfolio restructuring, asset allocation, fund selection, tax management, and other portfolio-related issues. I can also help select a low-fee investment adviser if you decide to have someone else implement the plan.
Custom Core-4® Portfolios are also available for retirement plans, fund companies, advisers, and other institutions. The fee for providing custom models is negotiated and is based on their use. An annual licensing fee may apply when models are used in a for-profit business.
Contact Rick for more information.
Core-4® is a registered trademark of Rick Ferri, LLC.