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.