Financial Coaches
Individually, we might be some of the sharpest and highest-achieving financial coaches around. But we function best as a team, doing our best work for our clients together—while still treating our clients’ personal information with the utmost confidentiality.
The CNBC Financial Advisor 100 List
The CNBC Financial Advisor 100 ranks the top 100 financial advisory firms in the United States. Woodley Farra Manion Portfolio Management ranked #1 in 2022, and this year we’re honored to rank #6. The selection process begins with more than 40,000 registered investment advisory firms and weighs a range of factors, including assets under management, years in business, and each firm’s regulatory and compliance record. Given our philosophy and approach, we’re especially proud to be consistently recognized for our expertise in the safekeeping and betterment of our clients’ assets.
Our Process
We begin by running more than 14,000 companies through our proprietary filters, which find undervalued companies and narrow the options to a list of 300–700 securities. We then apply a multi-discipline stock research process to reduce the options, analyze each company’s financial and competitive health, and dive deep into each company’s environmental, social, and corporate governance (ESG) policy as it relates to potential financial performance.
Our Philosophy
We can’t say it enough: We’re here for the long run. The safe stewardship of our clients’ assets is more important to us than our own return on investment.
Industry Insights
We coach our clients through the market’s ups and downs, each step of the journey. Along the way, we keep time with Monthly Market Updates and other observations.