What Is Woodley Farra Manion’s Stock Selection Process?
Our model portfolios are constructed using a disciplined stock selection that involves fundamental, quantitative, technical, and economic criteria.
Examine a company’s financial and competitive health
Analyze a company’s stock valuation using several proprietary formulas
Identify trends in supply and demand for the stock under review
Analyze economic trends and their potential effect on a company’s valuation
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?
To effectively manage a client’s portfolio, we need to have a clear vision of their objectives. Our primary objective in the Retirement Readiness Review is to help clients assess their current financial landscape, identify long-term goals, and determine how we can best assist them in attaining those goals. Crafting and managing this plan with our clients is included in our investment management fee.
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. 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.