Our Core Values

We demand the highest standards of ourselves and from all with whom we conduct business.

Client Commitment
We are committed to building and retaining a blue chip client base by focusing on investment performance and responsiveness to client needs.

Professional Standards
We encourage every member of our team to use all of their talents to benefit the firm, its clients, and their own professional growth. Professional respect and trust permeates our firm.

Intellectual Honesty
We encourage and nurture objectivity, curiosity, and freedom of thought and expression. Every decision is made on the basis of fairness and objective validity.

Entrepreneurial Work Ethic
We are dedicated to building our business through hard work, innovation and flexibility. Our business demands continuing education to enable our firm to remain abreast of the marketplace, relevant technologies and to anticipate change.

We understand the risks and freedoms associated with private ownership and thrive on the right of self-determination. Majority member interests of Ferrell Capital Management LLC may only be owned by active partners.