Our Approach to Investing
Wealth is the direct result of hard work, clear-eyed investment decisions and a disciplined process.
The best way to build wealth is through asset ownership, by participating in public and private markets over time.
Many investors mistakenly believe that traditional asset allocation and investment diversification will eliminate the risks directly related to poor investor behaviors.
Ferris Capital has built a framework that successfully manages client assets and eliminates poor investor behaviors; we believe this leads to better results.
A RIGOROUS, TOP-DOWN APPROACH TO MODEL PORTFOLIO CONSTRUCTION
We use low-cost ETFs, mutual funds, individual bonds and stocks to build custom portfolios that are aligned with and support our clients' broader financial plans and goals. The Ferris Capital investment team seeks low fees, efficient investment vehicles and, when they offer more value than an index or ETF, best-of-class fund managers.