Research
Before choosing a pair of shoes, a runner asks experts for advice, tries on a few pairs, and checks the fit. We constantly investigate and analyze thousands of stocks. Let us find the best fit for you.
Coaching
Our entire team weighs in on your investments. That’s decades of experience and CFA expertise working on your behalf. Along the sometimes rocky path that is the market, we make adjustments, communicate a plan, and keep you on track.
Endurance
Runners who stray from their race plan suffer later. With an eye on the finish line and a proven strategy, we don’t get distracted by the latest buy/sell craze. We’re committed to a winning pace.
Goals
Come see us at Woodley Farra. We’ll get to know you and your goals and assemble a strategy to help you achieve them. We’re not just cheering from the sidelines—we’re running right beside you.
The CNBC Financial Advisor 100 List
The CNBC Financial Advisor 100 ranks the top 100 financial advisory firms in the United States. Woodley Farra Manion Portfolio Management ranked #1 in 2022, and this year we’re honored to rank #6. The selection process begins with more than 40,000 registered investment advisory firms and weighs a range of factors, including assets under management, years in business, and each firm’s regulatory and compliance record. Given our philosophy and approach, we’re especially proud to be consistently recognized for our expertise in the safekeeping and betterment of our clients’ assets.
Our Unique Approach
There are other ways to mitigate risk besides solely relying on diversification and asset allocation. You should know what’s in your portfolio.
The over-diversified approach also suggests a fundamental fallacy: If you own the entire market, it’s impossible for your portfolio to outperform it. (And you miss out on discovering exceptional companies that can perform higher than the mean.)
We believe there’s a better way, and our clients do, too. We have achieved long-term success even when the market is volatile by rooting our portfolios in the complicated work of financial analysis. We pore over financial statements and analyze the competitive environment to find top-performing companies and help our clients realize excellent returns.
“Noah did not start building the Ark when it was raining.”
Will your retirement preparations go the distance?
We’d love to sit down and discuss how we can strengthen your investments. In our complimentary retirement readiness review, we identify how to best meet your long-term investment goals based on your risk tolerance, investment time horizon, and retirement vision.
Our questionnaire takes 30 minutes to complete and provides information we use with our financial planning software. The analysis and discussion that follows takes another 30 minutes, so the entire process is complete in about an hour.