FERRIS FINANCIAL SERVICES, L.L.C.

Overview

Ferris Financial Services, L.L.C. is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a fee basis, combining percentage-of-AUM billing with fixed fees, and manages client relationships on a primarily discretionary basis. Its client base is concentrated on individual and family households rather than institutional or pension clients. Ferris does not position itself as an active ESG investor and is not set up as a multi-state adviser. Investment activity centers on pooled public funds as the core building blocks of client portfolios, supplemented by targeted allocations to real estate-related alternatives. The firm appears to prefer diversified mutual fund and ETF exposure for major asset-class coverage rather than relying heavily on single-stock portfolios or direct trading strategies. Ferris acts as a hands-on adviser for a relatively small number of clients, shaping customized portfolios that lean on third-party managers and public products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices