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FERRY INVESTMENT SOLUTIONS Rick Ferry, LLC 316 Hanging Star Lane Georgetown, TX 786335434 Date___ Name(s)___ Address___ City___ State___ Zip___ Thank you for the opportunity to work with you as your
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Rick Ferri Investment Solutions is an investment management firm founded by Rick Ferri, focused on offering low-cost, evidence-based investment strategies, primarily using index funds and ETFs.
Individuals or entities using Rick Ferri Investment Solutions for investment management typically do not file specific documents; however, those who have accounts with the firm may need to report their financials for tax purposes based on their personal or corporate filings.
Filling out forms or applications related to Rick Ferri Investment Solutions generally involves providing personal information, investment goals, and financial background during the onboarding process.
The purpose of Rick Ferri Investment Solutions is to provide clients with cost-effective investment strategies and support them in achieving their long-term financial goals through diversified portfolios.
Information that may need to be reported includes investment performance, account balances, dividends received, and capital gains, depending on the specific reporting requirements of the financial institutions involved.
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