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Individual Securities
Woodley Farra exclusively uses individual securities as investment vehicles
The firm does not manage any mutual funds, nor does it use any funds
within our client accounts
Each portfolio represents a separate account |
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Large Cap Value-Oriented
Portfolios contain Large, well established companies
that often pay a dividend.
Downside Risk protection is a primary objective |
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Concentrated, Low Turnover Equity Portfolios
Client accounts consist of 25-30 stocks
Annual portfolio turnover averages approximately 25% |
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