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rick-ferri

Rick Ferri

Investment Advisor & Index Fund Advocate · Portfolio Solutions / Ferri Investment Solutions

Index fund advocacy, individual investor education, fee-only advice model, Boglehead community, low-cost investment products

Rick Ferri is a Marine Corps veteran who became a fee-only financial advisor and author, founding Portfolio Solutions in Michigan. He has written several books on index fund investing including "All About Index Funds" and "The Power of Passive Investing," which have helped retail investors understand the evidence for index fund investing versus active management. He hosts the Bogleheads on Investing podcast, which interviews prominent figures in passive investing and personal finance. Ferri is associated with the Boglehead community — followers of Vanguard founder John Bogle's investment philosophy. His clear writing style and focus on practical implementation have made him an influential voice for the individual investor community. His advocacy centers on empirical evidence showing that, net of fees and taxes, most actively managed funds underperform their benchmark index over long time horizons, making low-cost passive strategies the rational default for most investors.

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