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