Our Firm

Ferraro Capital Management is a fee-only professional portfolio management firm with a value-investing orientation for high net worth individuals (and those who want to be) and institutions.

Deliberate Investing

WHAT WE DO...

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WE MANAGE PORTFOLIOS FOR INSTITUTIONAL INVESTORS

We offer portfolio management services ranging from conservative long-only investment approaches to more sophisticated approaches incorporating shorting, derivatives, and currencies.

WE RUN SEPARATELY MANAGED ACCOUNTS FOR HIGH NET WORTH INDIVIDUALS

Our services include management of entire portfolios as well as partial portfolios where our clients are seeking exposure to certain sectors or asset classes, or desiring to alter their risk/reward profiles. Our portfolio minimums begin at $250,000.

WE OFFER SOLUTIONS FOR NOT-QUITE-HIGH-NET WORTH INVESTORS

Our services extend to successful individuals who aren’t quite at the high net worth threshold, but who desire professional portfolio management. Contact us to determine if we have the right solution for you.

WE PROVIDE RESEARCH

FCM manages client portfolios based on original, fundamental insights and analysis. We also make many of these ideas available to other investment advisors.

WE EDUCATE INVESTORS

FCM is dedicated to educating investors. Through our Deliberate Investor Program individuals can learn how to successfully run their own portfolios

WE MANAGE FCM FUNDS

We are currently developing funds to expand the services we provide to our clients. Please contact us for more information.

AT THE CORE, WE ARE VALUE INVESTORS

Our primary investment focus is finding securities trading at a discount to their intrinsic value.

WE PREFER CONCENTRATED PORTFOLIOS

Our approach to portfolio construction typically results in concentrated positions (20 – 30 positions, sometime less).

OUR GOAL IS TO PROVIDE SUPERIOR LONG-TERM, RISK-ADJUSTED RETURNS TO OUR CLIENTS

Our over-arching investment goal is to achieve superior risk-adjusted returns for our clients, based on their needs and goals.

WE BELIEVE THAT SEPARATELY MANAGED ACCOUNTS OFFER SOME COMPELLING CHARACTERISTICS

Most of our AUM are administered under separately managed accounts.

Deliberate Investing

OUR PHILOSOPHY

Our experts provide investment management and advice based on portfolio theory, empirical studies of the markets, time tested approaches to portfolio management, and their own portfolio management experience. Their expertise and skills benefit a wide range of clients, from individuals to institutions, and assist them in protecting and growing their capital, and in achieving their long-term financial goals.

Deliberate Investing

OUR BUSINESS PRINCIPLES & STANDARDS...

We believe that the foundation of long-term stability and success in our business is composed of our business principles: a culture of client service, personal initiative and accountability, pursuit of excellence in our processes and effort, and teamwork.

OUR CLIENTS’ INTERESTS ALWAYS COME FIRST

The success of our business is dependent on the success of our clients. Our clients’ needs always come first.

WE CONSTANTLY STRIVE TO ANTICIPATE THE RAPIDLY CHANGING NEEDS OF OUR CLIENTS

We know that our clients’ needs, and financial markets, change quickly. Therefore, we are constantly affirming that we are on a reasonable and responsible path to meet our clients’ objectives.

WE CONSIDER TRANSPARENCY A COMPETITIVE ADVANTAGE.

We make every effort to maximize transparency in our client relationships. We believe that clients have every right to understand all aspects of their relationship with the asset managers.

WE TREAT OUR CLIENTS’ CONFIDENTIAL INFORMATION AS WE WOULD OUR OWN

We are careful never to breach the confidence placed in us by our clients or to use confidential information improperly.

WE TAKE GREAT PRIDE IN THE PROFESSIONAL QUALITY OF OUR WORK

We have an uncompromising determination to achieve excellence in all of our endeavors. The pursuit of excellence is our primary goal.

INTEGRITY AND HONESTY ARE AT THE HEART OF OUR BUSINESS

We seek to associate with partners and clients whose integrity and honesty are second nature in their professional and personal lives. We view these characteristics a risk management tool.

WE VALUE INDEPENDENT THINKING AND TEAMWORK

While our investment ideas come from many sources, individuals identify them. Once identified, market professionals review these ideas to ensure that they are sound and thoroughly researched.

WE CONSIDER OUR SIZE AN ASSET

The scope and scale of our firm allows us to cater to our individual client’s portfolio management needs. It also facilitates the proper focus on the investments we pursue.

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