Ferri Investment Solutions

The firm is an independent, solo advisory practice that serves individual clients as well as a range of institutional and nonprofit entities, including retirement plan sponsors, family offices, and trustees of foundations and endowments. It provides advice-only consulting on a fixed-fee and hourly basis, delivering portfolio reviews and written recommendations rather than managing assets, executing trades, or taking custody.

The firm follows a long-term, passive investment philosophy that emphasizes low-cost, broadly diversified index mutual funds and ETFs and avoids market timing or active security selection. Engagements typically start with a document review and an in-depth consultation that result in a written opinion; implementation is the client’s responsibility or is handled through another adviser, and the firm provides ERISA-related disclosures when advising plan sponsors.

Compared with peers, the firm’s filings show an unusually high client load for a single-advisor practice and a notable frequency of engagements with other advisers and various institutional and corporate entities. The principal also provides industry consulting and publishes model portfolios and books; the firm is closed to new clients and has stated it will cease operations on December 31, 2026.