Skip to content

Streamlined Approach.
Team-Minded Process.

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

FREE Retirement Readiness Review

Woodley Farra Portfolios

Individual Securities

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

Value Oriented

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

Large Capitalization

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.

Strong Dividend Policy

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.

Stock Selection Process

Database Screening

Our process begins with over 14,000 companies. These are run through our proprietary filters, which find undervalued companies and narrow the options to a list of 300–700 securities.

Client portfolios are invested exclusively in 25–30 of these individual securities, which are held with a third-party custodian. To get this final list, we apply a multi-discipline stock research process to reduce the options.

analysts poring over documents
Fundamental Analysis

Complete analysis of a company’s financial and competitive health. Consideration of the company’s Environmental, Social and Corporate Governance (ESG) policy as it relates to societal impact and potential financial performance.

Charts/graphs for decoration
Quantitative Analysis

Analyze a company’s stock valuation utilizing several proprietary formulas.

Magnifying glass
Technical Analysis

Identify trends in supply and demand for the stock under review.

Economic chart/graph
Economic Analysis

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

Every quarter, we’ll send you an investment report and follow up via email, phone, or in person to answer any questions. We take great pride in making our quarterly reports clear and easy to understand. You’ll clearly see what you own and how it performs.