What Is Woodley Farra Manion’s Approach to Financial Planning?
To effectively manage a client’s portfolio, we need a clear vision of their objectives. Our Retirement Readiness Review helps clients assess their current financial landscape, identify long-term goals, and determine how Woodley Farra Manion can best assist them in attaining those goals. Crafting and managing this plan with our clients is included in our investment management fee.
Will your retirement preparations go the distance?
How Does a Fiduciary Provide Financial Planning?
As in portfolio management, our role as a fiduciary carries over to financial planning—and we continue to put the needs of our client first. Your portfolio assets will be held by third-party custodians, as we are not a broker-dealer, and you will never write a check to us except for fees. Our revenue is fee-based, not commission-based. Also, because we are accountable to our clients and to ourselves, all our performance results and calculations are verified by an independent third party to maintain accuracy and transparency.
Woodley Farra Manion’s Portfolios
Our research-based portfolio management team has provided nearly three decades of competitive returns while protecting against much of the downside risk inherent in a stock portfolio. We look for companies that represent as many industries as attractive valuations can be found in a focused and diversified portfolio constructed without the over-diversification many managers pursue. Our approach is built upon four principles:
What Is Included in the Free Retirement Readiness Review?
Our firm uses a basic questionnaire, which provides key information we enter into our financial planning software, that normally takes about 30 minutes to complete and is provided before the introductory meeting. The follow-up analysis and discussion of the results takes approximately 30 minutes, as well—so the entire process takes about an hour.
Our Team of Financial Coaches
Our seven-member portfolio management team includes six CFA charterholders (CFAs). You’ll always have direct access to our coaches when you need it. We won’t bug you too much, but we will send a personalized investment report every quarter, too.