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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on three military discipline investment values. During this episode, Rick recounts his military days and how they shaped his financial career. Also, he provides three valuable advisor skills he gained from his service:
- Learn to trust people.
- Develop keen precision.
- Speak the truth regardless of the consequences.
At Intelligent Investing, we establish clear expectations with our clients because we value transparency. We use state-of-the-art technology to determine a quantitative number that visually demonstrates your risk tolerance. Learn more about our investment philosophy here.
Check out our previous podcasts with Rick on The Impact of Investment Expenses and Dangers on Backtesting & Performance Managers. We’ll be interviewing Rick on several podcasts regarding index investing, behavioral finance, and practical tips for retirees, so be sure to subscribe to our Intelligent Money Minute podcasts.
Rick Ferri is a fellow CFA Charterholder, Marine veteran, author, and owner of Ferri Investment Solutions. He continues to write books and articles, provide educational webinars, and teach financial lectures.
Rick Ferri Bio
Rick Ferri earned a B.S. in Business Administration and an M.S. in Finance. He also holds a Chartered Financial Analyst (CFA) charter through the CFA Institute. After college, Rick served as a U.S. Marine Corps officer and fighter pilot for 20 years of active duty and reserve service.
Rick’s investment career spans three decades and offers a history of empowering people to achieve their goals. He landed in the brokerage industry in 1989 where he learned the wrong way to invest. As a result of 10 frustrating years, Rick founded one of the country’s first low-fee investment advisory firms. Rick’s firm grew to a sizable business over the next two decades due to the explosion of interest in low-fee investing. This growth provided good-paying jobs to dozens of people and allowed Rick to take on business partners with whom he generously shared his equity. Rick left the firm a few years ago and is no longer an owner.
Ferri Investment Solutions is Rick’s new firm. This modern concept provides even greater value to investors by “unbundling” adviser services whereby clients pay only for the time it takes to assist them. In addition, Rick’s industry consulting firm helps other advisers build their investment practices, and he has launched Core-4 Portfolios to provide simple model portfolios for use by a wide variety of investors.
