Ferris Capital, LLC

Ferris Capital is an SEC Registered Investment Advisor. As an independent advisory firm, we are bound by the standards set in the United States Investment Advisers Act of 1940. This fiduciary standard laid out by the SEC means that every recommendation we make and every action we take must be in our clients’ best interests. Unlike stockbrokers who work for large investment banks, major brokerage or insurance firms, there are no financial incentives for us to recommend one investment product over another. We strive to ensure that our interests align with yours. All investments carry a risk of loss clients should be prepared to bear. For a more complete discussion of Ferris Capital, please review our Form ADV, available at www.sec.gov

网站

https://www.ferriscapital.com

Ferris Capital, LLC的外部链接

所属行业

金融服务

规模

11-50 人

总部

Southborough，Massachusetts

类型

私人持股

领域

Wealth Management、Financial & Estate Planning、Retirement Planning、Tax Strategy、Family Office Services和Consultative Services