Services Offered
Woodley Farra is an investment advisor registered with the Securities & Exchange Commission. The firm's revenues are derived solely from fees based on the asset value of client portfolios.
We create and implement a client's portfolio exclusively with individual stocks and bonds. This is achieved through the firm's internal research and independent decision-making processes.
We keep our clients informed through concise, yet thorough, quarterly performance reports. Our portfolio managers continually monitor client investments and implement changes when warranted.
History
• Founded in October, 1995
• SEC Registered Investment Advisor
• Independently owned and operated
• Over $400 million in assets under management
• Headquartered in downtown Indianapolis
Ownership Structure
Our firm is owned by the portfolio managers, which gives our clients direct access to the person responsible for their investments. We've maintained our independence, which allows us to remain completely transparent with regard to our services and fee structure and also allows us investment flexibility that other firms may be unable to take advantage of. Since we conduct our own research inhouse, we are directly accountable for the performance of each client's portfolio.
