what we are all about. 

Portfolio Solutions is a low-fee investment management company that advises clients nationwide. We design, implement and maintain dedicated portfolios using low-cost methods so you, your clients or your organization keep more of what the global markets offer. 

Rick Ferri, founder and Managing Partner of Portfolio Solutions®, directs our research and education departments. He has over 25 years experience in the investment industry including more than ten years as a financial consultant at two major Wall Street firms. Rick works hard with his team every day for our valued clients.

Please contact us today to talk about your investment needs and how we may help.

$1,400,000,000+ 

UNDER 
MANAGEMENT*

WE ARE: INVESTMENT MANAGERS FOCUSED ON YOUR NEEDS.

Investment decisions require very specific considerations. There is no one-size-fits-all strategy. At Portfolio Solutions®, we know the intricacies of asset allocation, index fund investing, exchange-traded fund management and all the nuances that surround the marketplace. We also know how important it is to listen to your concerns, understand your goals and create a portfolio based upon them. We’re currently helping over 600 clients invest for the future. Learn how we can do the same for you, your clients or your organization.

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Path to Becoming a Client

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Introductory Consultation
Introductory Consultation

Investing is personal. We will answer your individual questions and discuss how our services can help you. When you are ready, we'll ask you to provide detailed information regarding your financial status, needs and goals.

Understand Your Situation
Understand Your Situation

During one-on-one phone conversations, an Investment Specialist will listen and seek to understand details about your financial status, needs and goals.

Develop Asset Allocation
Develop Asset Allocation

Based on our analysis of your situation, we will deliver and review asset allocation strategies that can be used to help you achieve your long-term financial goals.

Account & Custodial Setup
Account & Custodial Setup

Once you're ready to move forward, you'll sign an Investment Management Agreement and we'll prepare documents necessary for you to establish your investment accounts at custodian Charles Schwab & Co., Inc.

Monitor, Manage & Report
Monitor, Manage & Report

We consistently monitor your portfolio and when necessary, we rebalance your assets to reduce risk and keep your investment strategies on track. Your portfolio’s progress is documented in your quarterly reports and online at Charles Schwab & Co., Inc.

Stay On Track
Stay On Track

If your financial status, needs or goals change, we realign your investments with them. Your assigned Investment Specialist is available for you and will make the appropriate changes to your asset allocation to keep you on track.

WE DO: SENSIBLE SOLUTIONS. 

The root of investment success is a sound philosophy. That’s the basis of creating a winning strategy and the discipline to stick with it. Our philosophy is that the global financial markets provide good returns, and attempts to beat the markets results mostly in lower returns. High fees are one barrier to success, poor investment selection and poor market timing adds to the problem. Finally, tax cost can be a major detriment to return.  We recognize and address all these costs at Portfolio Solutions.

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The stock market serves as a relocation center at which money is moved from the active to the patient.

-Warren Buffett

YOU GET: LOWER COSTS.

The cost to invest in mutual funds is often couched in terms of expense ratios and commissions. These are important structural costs and certainly worthy of your consideration. However, there are other not so obvious costs that can eat deep into your investment return. Two large costs that are not as obvious as expenses and often difficult to quantify are behavioral cost and tax cost. It’s wise to know what these costs are and how they relate to each other so you can control your total cost.    

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*as of 02/27/2015