Rick Ferri



Rick is a bogleheads.org reading list author

My name is Richard Ferri (Rick). I have been in the investment business for nearly 20 years. The first 10+ as a broker and the last 9 years as a low cost investment manager.

My title is CEO of Portfolio Solutions, LLC, an investment management firm based Troy, MI. Portfolio Solutions manages close to $1 billion in separately accounts for high-net-worth individuals, families, non-profit organizations, and corporate pension plans. The firm specializes in a low-cost, tax-efficient, asset allocation investment approach to building wealth.


 * Education:
 * Bachelor of Science degree in Business Administration from the University of Rhode Island.
 * Master of Science degree in Finance from Walsh College.
 * Chartered Financial Analyst (CFA).

Prior to joining the investment community in 1988, I served as an officer and jet pilot in the U.S. Marine Corps. In total, I served for 21 years and retired from the Marine Corps Reserve in early 2001.

I have authored five books. My latest book, The ETF Book is a comprehensive guide to the illusive world of exchange-traded funds. Other books are Serious Money: Straight Talk about Investing for Retirement [free on-line],   All About Index Funds [2nd Edition: McGraw-Hill],   All About Asset Allocation [McGraw-Hill]   and  Protecting Your Wealth in Good Times and Bad [temporarily out of print]

All the royalties I earn from the sale of books is donated to the Wounded Heroes Fund. This non-profit organization helps wounded war veterans and their families. The person who is co-chair of the fund is a highly decorated Gulf War veteran who I served with in the Marines. Every dollar donated to Wounded Heroes Fund goes to directly to assist those who sacrificed so much to protect our freedoms and way of life.