Investing begins with developing an investment plan for your portfolio known as an investment strategy. Your investment plan will include a blend of different asset classes to be used in your portfolio and target ranges will be assigned to each asset class. This blend of asset classes will provide diversification which is the foundation of your plan. Your current investments will be analyzed and assigned the proper asset class. We will work together to develop the optimal blend of cash, stocks, bonds and real estate in your portfolio that are appropriate for your age and personal situation.
**Security selection, portfolio monitoring, and management is only available for investment advisory clients.
Once an investment plan is developed for you, the next step is implementation. Through our investment advisory services we can implement your plan and manage your portfolio on an ongoing basis.
Successful investing takes years of education and actual practice to master. We realize many individuals are looking to an expert with the experience, training, education, credentials, and objectivity to oversee their investment process. If you are interested in professional investment management, please see below for a description of Investment Advisory Services
Investment Management Services
Our Investment Advisory services include:
Ferro Financial, LLC does not sell financial products. We manage portfolios on a fee-only arrangement for our clients.