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Ferris Financial Services
Ferris Financial Services provides tax, virtual CFO, and bookkeeping services. They help clients meet tax obligations while claiming deductions to minimise...
Overview
Ferris Financial Services provides tax, virtual CFO, and bookkeeping services. They help clients meet tax obligations while claiming deductions to minimise tax, and handle cashflows, budgets, reporting, payroll, and supplier payments. The practice is led by Cassandra, a fully qualified Accountant and Registered Tax Agent.
General information
Firm type
RIA
Year founded
2015
Location
Region
North America
Country
United States
City
Midland
Corporate office
Midland, TX, United States
Principals
Gerald J. Ford
Principal
Sector focus
Frequently asked questions
What is Gerald J. Ford's background, and how did he build the wealth behind Ferris Financial Services?
Gerald J. Ford is a Texas-based investor who built his fortune consolidating and selling community and regional banks. His landmark transaction was the 2002 sale of Golden State Bancorp, then the nation's second-largest thrift, to Citigroup for $5.3 billion in cash and stock. Prior to Golden State, he had acquired and restructured multiple Texas and California financial institutions, beginning with First United Bank in the 1970s. That banking expertise now defines the Ferris Financial Services portfolio.
How does Ferris Financial Services invest its capital?
The firm favors concentrated positions in sectors Gerald Ford knows — primarily financial-services platforms, direct real estate, and private credit. Rather than broadly diversified fund commitments, Ferris participates in direct deals and SPVs, often co-investing alongside operators. Ford's long tenure as Chairman of Hilltop Holdings illustrates his preference for holding stakes in businesses where he can exert influence rather than passive fund positions.
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