Welcome to Ferrell Capital Management online.

Nineteen years ago, I began FCM with a mission to help our clients achieve superior investment performance through risk allocation and management. Today, we are accomplishing that mission by managing an absolute return investment portfolio with targeted, low volatility, and producing exceptional risk-adjusted returns for our clients.

We appreciate the opportunity to describe our money management business to you. We are different from our competitors in that there are very few firms that incorporate the approaches and methodologies we use to manage investments.

• We measure and analyze investment risk in everything we do. We use risk as an offensive weapon to discard unwanted exposures and put acceptable risk to work to produce returns.
• We create ultra-low risk portfolios and use financial engineering to enhance performance to suit client preferences.
• We anticipate change in market risks, correlations and opportunities and actively manage accordingly.

We not only manage our investment products but also integrate them into the construct of whole portfolios. Our goal is to help clients achieve investment performance not only better than peers, but to match the best in the industry. (See Time to put equity portfolio on a risk diet.)

Our goal is to provide our clients with:

• Transparency - How we invest their money
• Partnership - Shared ideas and insights
• Results - Top-tier investment performance

We appreciate your visit and encourage you to contact us with questions or comments.

Bill Ferrell
Founder, President & Chief Investment Officer