Rick Ferri

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Rick Ferri
FerriDHVI.jpg
Photo by Paul (sddiehard)
Nationality American
Alma mater Walsh College
Occupation Retired founder of Portfolio Solutions, LLC, a registered investment adviser (RIA)
Notable work All About Asset Allocation,
The Power of Passive Investing

Rick Ferri is a Bogleheads® reading list author.

My career in the investment adviser industry offers a remarkable history of empowering people to achieve ambitious goals with passive investments. I built a global reputation as a subject matter expert on index funds, exchange-traded funds (ETFs) and asset allocation. These skills were used to build and maintain portfolios for high net worth individuals, non-profit organizations and small pension funds.

From 1999 through 2016, I was a Registered Investment Adviser (RIA) at a firm I founded and grew to a large size. Prior to that, I gained 10 years experience as an adviser in the brokerage industry where I was an early adopter of index funds and ETFs.

I became a respected champion for low fee investing in the RIA industry and other advisers followed. Dedicated to sharing best practices while leveraging in-depth knowledge of markets, strategies, and portfolio growth techniques, I spent many years teaching other advisers so they could achieve their maximum professional potential.

A few notable achievements include:

  • I hold a Master of Science in Finance from Walsh College and I’m a CFA charterholder.
  • I have authored 6 books and hundreds of articles on investing. A portion of all royalties earned go to veterans causes.
  • Became a respected Forbes.com and Wall Street Journal columnist, I gained thousands of loyal public and industry followers across multiple media outlets.
  • My research attracted the attention of top investment firms, one recent co-authored white paper won the S&P Dow Jones Indices' 3rd Annual SPIVA Award for best paper.
  • I established the nation’s 1st low-fee Registered Investment Adviser (RIA) firm and grew client assets to over $1.4 billion.
  • Humbly retired as an investment adviser in 2016 after 27 years of service. Now I spend my time traveling and writing. Thank you all!

— Rick Ferri

Books

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Video

Rick Ferri discusses his book, The Power of Passive Investing, with Morningstar.

Video.png Ferri: The Power of Passive Investing