Investment Management




We recognize that some investors need growth while others want to protect what they have. Some care more about conservation of wealth than the ‘rate of return’ for a given period. We differentiate our firm from brokerage firms by providing independent, fee-based investment management, and long-term planning. We believe there is no such thing as ‘one size fits all.’ The strategy chosen for each client will depend on the goals established, the length of time before those goals need to be reached, and the client’s tolerance for market ups and downs. Each client is different, so we create a plan specifically for them that is unique and customized to meet their needs.

Ferris Wheel Finance Inc., does not retain custody of the client assets. We believe clients have peace of mind knowing that all accounts are held in the name of the individual at Charles Schwab Institutional, a division of Charles Schwab & Co. In the U.S., Schwab is the leader in providing services to independent, fee-based investment advisors and provides one of the highest levels of account protection in the industry. With Charles Schwab, your advisor at Ferris Wheel Finance has access to all products and services that are available at any brokerage firm or trust company. As a client, you also have access to see everything through a personal portal online.