Rick Ferri

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Rick Ferri
FerriDHVI.jpg
Photo by Paul (sddiehard)
NationalityAmerican
Alma materWalsh College
OccupationRetired founder of a registered investment adviser (RIA) firm
Known forInvesting
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. In 1999, I founded a Registered Investment Adviser (RIA) firm. Prior to that, I gained 10 years of experience as an adviser in the brokerage industry where I was an early adopter of index funds and ETFs. I became a champion for low fee investing in the RIA industry. Dedicated to sharing best practices while leveraging in depth knowledge of markets, strategies, and portfolio growth techniques.

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.
  • Became a Forbes.com and Wall Street Journal columnist.
  • Coauthored a white paper that won the S&P Dow Jones Indices' 3rd Annual SPIVA Award for a research report.

Now I spend my time traveling and writing. Thank you all!

— Rick Ferri

Books

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Podcast

Bogleheads on Investing podcastRSS Feed icon - 200px.png RSS feed

Episode 048: Rob Berger on free and cheap online investing tools, host Rick Ferri (26 July 2022)

Rob Berger is an investment technology guru. A litigation attorney in a previous life, Rob started Doughroller.net in 2007, an online community for people to improve their finances and build wea...

Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri (30 June 2022)

Episode #47 features two guests who discuss the evolution in the investment adviser industry over the decades and the conflicts of interest that have occurred.

 

Episode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick Ferri (30 May 2022)

Episode #46 features two guests who discuss Environmental, Social, and Governance (ESG) investing. The first guest is Lar...

Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri (28 April 2022)

This episode features two guests who discuss total bond market investing. The first guest is Nick Gendron, Global Head...

Episode 044: Eric Balchunas on the Bogle Effect, host Rick Ferri (29 March 2022)

Eric Balchunas is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories ab...

This podcast is also available on iTunes, Stitcher, and Google Play Music (login required).

Video

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

The discussion on Morningstar: The Power of Passive Investing

References

  1. Bogleheads® forum topic: "Serious Money" book - Free download, Rick Ferri. Apr 14, 2019

External links