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Streamlined Approach.
Team-Minded Process.

In an effort to minimize risk, many investors often over-diversify their portfolio, which usually ends up hindering its long-term performance. We believe there’s a better way—and our clients agree.

Our Process

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Competitive Returns, Minimized Risk

Our portfolios are designed to provide downside risk protection with competitive returns through selectively researching and evaluating companies with a strong stock valuation. Our analysts and portfolio management team continuously research and review the market environment to find the top performing companies to help our clients realize solid returns.

When you choose to invest with Woodley Farra, you’ll have your own primary advisor, who works in tandem with a team of individuals that service your account. From initial onboarding to completing the final stages of retirement planning, you’ll have a group of financial professionals available to help meet your financial goals at every stage.

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Our client portfolios are invested exclusively in 25–30 individual securities, which are safely held with a third-party custodian.

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The goal of our screening process is to find undervalued companies. We run potential companies through specific, proprietary filters to find statistically inexpensive stocks.

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Firm portfolios contain large, well established companies. We only invest in stocks with a market value of $1 billion or greater, and we do not invest in futures, options, or other derivatives.

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Dividend yields are an objective characteristic of undervalued companies. These are a significant contributor to the total return of a portfolio and can provide both a good inflation hedge and stability in declining markets.

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.

Fundamental

Examine a company’s financial and competitive health

Quantitative

Analyze a company’s stock valuation using several proprietary formulas

Technical

Identify trends in supply and demand for the stock under review

Economic

Analyze economic trends and their potential effect on a company’s valuation

Every journey begins with the first step. We’re ready to join yours.

Contact us