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Services Offered |
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Woodley Farra was created as a Traditional Portfolio Management Firm. Unlike many organizations that create allocation strategies, and implement their ideas with mutual funds, or accounts managed by different organizations, our firm creates and implements our own portfolios through internal research and decision-making.
Portfolios for each of our clients are built exclusively with Individual Securities. We provide detailed performance reports on a quarterly basis, and continually monitor the portfolio to determine if any changes are warranted.
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Our clients include: |
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Individuals
Qualified and Non-Qualified Employee Retirement Plan Assets
IRA’s
Not-for Profit Organizations |
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History |
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Founded in October, 1995
SEC Registered Investment Advisor
Independently owned and operated
Nearly $400 million in assets under management
Headquartered in downtown Indianapolis
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Ownership Structure |
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The owners of our firm are the Portfolio Managers. Clients have direct access to the investment professional working with their account.
Maintaining our independence has allowed Woodley Farra to remain completely transparent with regard to services and fee structure.
As a firm that conducts all of our own research, we are directly accountable for the performance of each client’s portfolio. |
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