Services Offered
Woodley Farra is an innovative portfolio management firm. We don't create allocation strategies and implement them through mutual funds. Our firm creates and implements a client's portfolio through independent, internal research and decision making based on what is best for our client's goals.
Our client's portfolios are designed and built with individual securities. We keep our clients informed through detailed quarterly performance reports, and continually monitor their investments to determine if any changes are warranted.
History
• Founded in October, 1995
• SEC Registered Investment Advisor
• Independently owned and operated
• Nearly $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.
