Along the way, we want your questions, your concerns, to know your hopes and dreams and needs. Investors who are comfortable with their assets being engaged for the entire investment cycle will feel very comfortable with our methods. If you’re looking for quick fixes and investing in what’s “hot,” or chasing down the latest stock craze—well, we’re probably not for you.
There for You
Our advisors are always available to talk to you, either via phone, email or in person. You have direct access to us, when you need it. And so that we don’t bother you too much, we’ll reach out and contact you every quarter with a personalized investment report.
For more about how we work, see our Process Page.
The CNBC Financial Advisor 100 List
The prestigious CNBC Financial Advisor 100 Awards honor the top 100 financial advisors in the United States. Woodley Farra Manion Portfolio Management was ranked #1 in 2022, and we are honored to once again appear on the list. The rigorous selection process—based on a variety of factors, including each firm’s regulatory/compliance record, assets under management, and revenue growth—begins with an initial look at almost 40,000 investment firms. Given our philosophy and approach, we are especially proud to be consistently recognized for our expertise in the safekeeping and betterment of our clients’ assets
Portfolios
Your portfolio assets will be held by third-party custodians—we are not a broker-dealer—and you will never write a check to us except for fees. Our revenue is fee-based, not commission-based. Also, because we are accountable to our clients and to ourselves, our performance results and calculations are verified by an independent third party to maintain accuracy and transparency.
