Skip to content

Streamlined Approach.
Team-Minded Process.

When you choose to work with Woodley Farra, you’ll have your own primary advisor — who will be working with other Woodley Farra advisors on your behalf. Decisions regarding adding or removing holdings from your portfolio are made as a team.

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

Portfolio Characteristics
Individual Securities
  • Client portfolios are invested exclusively in 25 – 30 individual securities held with a third-party custodian.
Large Capitalization
  • Portfolios contain large, well established companies.
  • The firm only invests in stocks with a market value of $1 billion or greater and does not invest in futures, options, or other derivatives.
Value Oriented
  • The goal of our screening process is to find undervalued companies. It begins with over 14,000 companies that we run through specific, proprietary filters to determine whether a stock is statistically inexpensive. The result narrows the choices to a list of 300 – 700 securities.
Strong Dividend Policy
  • Dividend yields are an objective characteristic of undervalued companies.
  • Significant contributor to the total return of a portfolio and can provide stability in declining markets.
  • Provide a good inflation hedge.
Stock Selection Process
Database Screening
  • Client portfolios are invested exclusively in 25 – 30 individual securities held with a third-party custodian.
Multi-Discipline Stock Research Process

After initial screening, we apply a proprietary process to reduce the list of potential holdings to the final 25 – 30 that are included in a client portfolio:

  • Fundamental: 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.
  • Quantitative: Analyze a company’s stock valuation utilizing several proprietary formulas.
  • Technical: Identify trends in supply and demand for the stock under review.
  • Economic: Analyze economic trends and the potential effect on a company’s valuation.
Schedule a Free Retirement Readiness Review