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Principles & Beliefs

Nothing is more sacred than the trust of our clients. From the front desk to our investment managers, each member of our team knows that their actions affect that trust. So we strive, every day and at every level of the organization, to deliver the best performance and the highest possible standard of client service. Above all, we aspire to embody the principles that Ferris Capital was founded on. To be an indispensable resource and advocate for you and your family, from one generation to the next.

REACHING FOR THE HIGHEST STANDARD OF ALL: YOURS

Dedicated Relationship Management Team
24/7 Real World Financial Problem Solving
Comprehensive Advice on Your Total Financial Life
Quarterly Portfolio Reviews
Total Transparency: No Hidden Fees or Commisions
Customized Performance Reporting
Round-the-Clock White Glove Client Service
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Let's Talk

Bob Whelan
SVP Business Development
rwhelan@ferris-capital.com
(508) 281-7115

I wanted to re-imagine the wall street model. To build a place that only exists to help clients win.
David Ferris
Founder, Chief Investment Officer & First Investor