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.

Links

 * All About Index Funds
 * All About Asset Allocation
 * Protecting Your Wealth In Good Times and Bad
 * The ETF Book