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.
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.
Path to Becoming a Client
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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.
During one-on-one phone conversations, an Investment Specialist will listen and seek to understand details about your financial status, needs and goals.
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.
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.
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.
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.
The stock market serves as a relocation center at which money is moved from the active to the patient.