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We're in for the long run.

When it comes to investing and safeguarding your future, Woodley Farra Manion Portfolio Management embraces the “it’s not a sprint, it’s a marathon” philosophy. Rather than focusing on short, flashy bursts and a quick finish, we patiently plot your course, prepare for the long run and help you cross a finish line that, in essence, you’ve trained for your entire life.

Watch our video to see how our approach really is different »

 

Research

A marathon runner would never invest in a pair of shoes that wasn’t right for their needs. They’d research them, ask experts for advice, try them on and assess the fit. We are constantly researching and analyzing thousands of stocks, narrowing down the best choices at the right time. When you come in to talk with us, we’ll be ready to find the best fit for you.

Coaching

We believe in the power of good coaching. So much so that we don’t provide you with just one coach — your investments are reviewed by our entire team. That’s years upon years of experience, expertise and sound thinking working on your behalf. And while we don’t typically engage in motivational speeches, if that’s something you’d like, we can certainly oblige.

Endurance

There’s another marathon scenario that bears comparison: going out too fast. Many a runner has suffered later in the race because they were so excited at the beginning, they didn’t stick to their training pace, started too fast and paid the price later. We are firm believers in keeping an eye on the finish line, sticking with our strategy and not getting caught up in the excitement of the latest buy/sell craze. This strategy has worked well, time and again, for those clients who are committed to maintaining a winning pace.

Goals

The reason most people run a marathon is because it’s a goal they wish to achieve. But the only way to cross the finish line is to marry that goal with a sound strategy. When you come in to Woodley Farra, the first thing we do is get to know you and your goals. Then, utilizing one of our portfolios, we put together a strategy to help you achieve them. And when the market puts up roadblocks from time to time, we’re there monitoring and adjusting, communicating and coaching. We’re not just cheering you from the sidelines — we’re running the course right beside you.

Our Unique Approach:

This commentary is provided for general information only, and nothing contained in the material constitutes a recommendation for the purchase or sale of any security. Past performance does not guarantee or indicate future results.

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“Noah did not start building the Ark

when it was raining.”

- Warren Buffett